Professional sector-specific stock evaluation
Our dashboard evaluates stocks through two research-validated profiles: Academic (50% quality/ROIC-focused) and Growth-Based (40% growth/revenue momentum). Each stock is scored across four dimensions: Quality (ROIC, FCF, margins), Growth (revenue/EPS trends), Valuation (PEG, P/E), and Historical (moat durability).
Dual-Profile Intelligence: Toggle instantly between frameworks built on McKinsey ROIC studies, Wharton research, and Damodaran valuation theory.
Sector-Specific Benchmarks: Technology stocks need 25%+ ROIC and tolerate 50x P/E. Utilities target 7% ROIC and emphasize dividends (40% weight). Financials accept 8x debt/equity. Energy requires 8%+ FCF yield with cyclical adjustments. Each of 11 sectors judged by industry-appropriate metrics.
Complete Transparency: Click any stock for full breakdownβevery score component, sector benchmark comparison, and research methodology explained. Professional-grade analysis with zero black boxes.
McKinsey ROIC persistence study + Damodaran value framework - Quality-focused approach where ROIC dominance drives long-term returns.
| Stock Price | Sector |
P/E Forward |
PEG | Debt/Eq Current R. |
ROE Profit M. |
FCF/Share FCF Yield |
Sales 5Y CAGR |
EPS 5Y CAGR |
Recent Growth TTM |
Val (0-10) |
Quality (0-10) |
Growth (0-10) |
Historical (0-10) |
Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 10.0 | 9.4 | 9.2 | 9.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 10.0 | 9.5 | 9.3 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 10.0 | 10.0 | 9.3 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 10.0 | 8.8 | 9.1 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 10.0 | 10.0 | 7.9 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.8 | 9.2 | 9.5 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 9.9 | 8.8 | 8.9 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.9 | 9.4 | 8.2 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.6 | 8.4 | 9.8 | 9.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 10.0 | 9.5 | 7.8 | 9.4 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.5 | 9.3 | 9.4 | 9.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.8 | 8.0 | 8.6 | 9.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.5 | 9.5 | N/A | 9.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 85%, Growth: 10%, Valuation: 4%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.7 | 9.4 | 9.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.8 | 9.8 | 6.6 | 9.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.5 | 6.1 | 9.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.5 | 8.9 | 7.5 | 9.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.7 | 8.8 | 7.7 | 9.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.6 | 8.7 | 8.2 | 9.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 10.0 | 9.7 | 5.1 | 9.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.6 | 9.0 | 6.8 | 9.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 10.0 | 9.2 | 6.1 | 9.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.9 | 7.9 | 5.9 | 9.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.4 | 8.8 | 7.9 | 9.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 9.5 | 8.1 | 7.4 | 9.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 10.0 | 8.0 | 5.2 | 8.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.5 | 8.9 | 7.1 | 8.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.5 | 8.4 | 7.3 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.5 | 8.2 | 7.7 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.0 | 9.0 | 9.1 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.7 | 8.3 | 5.2 | 8.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 8.3 | 6.9 | 8.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 9.3 | 7.8 | 7.4 | 8.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.8 | 8.8 | 4.9 | 8.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.7 | 8.4 | 5.7 | 8.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.4 | 8.3 | 6.9 | 8.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 9.0 | 8.0 | 8.4 | 8.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.8 | 7.7 | 9.1 | 8.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 9.1 | 8.6 | 7.5 | 8.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.2 | 8.7 | 6.7 | 8.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 9.0 | 7.5 | 8.5 | 8.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.4 | 8.0 | 5.3 | 8.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.9 | 8.6 | 7.6 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.4 | 8.8 | 9.1 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.9 | 8.2 | 6.9 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.5 | 9.2 | 7.0 | 8.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.8 | 7.5 | 8.2 | 8.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.6 | 8.3 | 7.9 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.4 | 7.9 | 7.6 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.4 | 7.8 | 8.0 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 8.6 | 7.9 | 7.0 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.1 | 8.6 | 8.9 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 9.0 | 7.4 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.7 | 8.2 | 6.9 | 8.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.7 | 8.1 | 7.0 | 8.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.6 | 8.6 | 6.9 | 8.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.7 | 7.7 | 6.8 | 8.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.3 | 7.5 | 7.7 | 8.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.6 | 7.0 | 6.0 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.8 | 10.0 | 7.6 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 8.2 | 8.0 | 7.3 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.7 | 7.2 | 6.3 | 8.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.6 | 8.3 | 5.4 | 8.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.4 | 8.1 | 0.5 | 8.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 7.8 | 8.0 | 9.4 | 7.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.4 | 7.5 | 7.0 | 7.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.6 | 6.8 | 5.7 | 7.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.7 | 8.3 | 4.5 | 7.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.6 | 9.0 | 8.8 | 7.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.0 | 7.0 | 8.1 | 7.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.4 | 6.8 | 6.0 | 7.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.4 | 8.1 | 5.9 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 7.5 | 8.4 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.3 | 7.2 | 6.6 | 7.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.8 | 8.2 | 7.7 | 7.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.3 | 7.2 | 6.0 | 7.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.4 | 8.0 | 8.0 | 7.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.3 | 8.6 | 7.9 | 7.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.0 | 7.7 | 6.5 | 7.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.7 | 7.5 | 8.2 | 7.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.2 | 8.6 | 4.7 | 7.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.5 | 8.8 | 8.9 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 7.3 | 7.8 | 8.9 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 8.1 | 7.2 | 4.5 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.5 | 7.5 | 7.2 | 7.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.5 | 7.6 | 7.7 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.5 | 7.6 | 7.8 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.4 | 7.3 | 8.8 | 7.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.6 | 9.0 | 4.7 | 7.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.4 | 8.2 | 7.5 | 7.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.6 | 7.7 | 6.5 | 7.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 7.9 | 7.3 | 4.8 | 7.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.1 | 8.5 | 7.7 | 7.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.9 | 7.0 | 4.9 | 7.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.1 | 6.5 | 7.1 | 7.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 6.9 | 7.7 | 7.2 | 7.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.2 | 7.7 | 6.5 | 7.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.2 | 7.6 | 5.7 | 6.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.6 | 7.0 | 5.1 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 6.9 | 8.1 | 7.0 | 6.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 6.8 | 7.5 | 7.8 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.3 | 8.7 | 8.2 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.1 | 6.7 | 7.0 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.8 | 7.4 | 7.1 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.1 | 6.2 | 5.8 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 7.1 | 7.3 | 5.5 | 6.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 6.8 | 7.8 | 6.2 | 6.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.1 | 7.6 | 5.9 | 6.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 6.7 | 7.1 | 6.5 | 6.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.3 | 5.3 | 4.9 | 6.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 7.3 | 5.4 | 4.3 | 6.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.0 | 6.2 | 5.9 | 6.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 7.0 | 6.8 | 4.9 | 6.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.9 | 6.4 | 5.5 | 6.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.1 | 7.9 | 8.0 | 6.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 6.8 | 6.3 | 5.7 | 6.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.5 | 6.8 | 6.7 | 6.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.3 | 7.3 | 6.2 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 5.3 | 4.6 | 6.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.0 | 6.5 | 8.7 | 6.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.4 | 6.8 | 5.9 | 6.4 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.4 | 6.2 | 5.8 | 6.4 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.5 | 6.4 | 6.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.9 | 7.2 | 7.1 | 6.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.3 | 6.3 | 0.5 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.7 | 6.0 | 5.0 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.6 | 7.8 | 4.1 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.9 | 5.8 | 3.3 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.1 | 6.5 | 7.2 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 5.9 | 6.6 | 7.3 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 5.8 | 6.2 | 8.3 | 6.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.1 | 6.3 | 6.5 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 6.1 | 6.8 | 6.2 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.0 | 6.8 | 6.3 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 6.0 | 5.9 | N/A | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 84%, Growth: 12%, Valuation: 4%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 5.6 | 7.1 | 7.3 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.2 | 6.5 | 5.5 | 6.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.3 | 6.7 | 4.7 | 6.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.6 | 5.8 | 7.7 | 6.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.8 | 5.8 | 7.5 | 6.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 6.0 | 5.8 | 6.3 | 6.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.0 | 6.2 | 0.5 | 5.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.9 | 6.2 | 4.9 | 5.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.2 | 6.3 | 4.3 | 5.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 5.7 | 6.3 | 5.5 | 5.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 5.5 | 6.1 | 6.6 | 5.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 5.4 | 6.8 | 6.9 | 5.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 6.1 | 7.0 | 4.1 | 5.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 5.3 | 5.9 | 8.2 | 5.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.6 | 6.6 | 6.8 | 5.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 4.8 | 8.2 | 7.3 | 5.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 5.0 | 6.7 | 8.1 | 5.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 5.5 | 6.0 | 7.2 | 5.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.7 | 6.3 | 0.5 | 5.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 5.0 | 6.7 | 8.4 | 5.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 5.5 | 5.7 | 5.7 | 5.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 5.3 | 5.6 | 7.0 | 5.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.4 | 8.1 | 5.0 | 5.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.1 | 6.0 | 2.5 | 5.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.5 | 4.0 | 6.3 | 5.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 4.8 | 6.2 | 8.3 | 5.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 5.9 | 5.9 | 3.1 | 5.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.4 | 5.4 | 4.5 | 5.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.3 | 6.0 | 5.8 | 5.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 5.2 | 5.3 | 6.1 | 5.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.3 | 6.6 | 8.5 | 5.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.6 | 4.6 | 9.2 | 5.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 5.2 | 5.5 | 6.1 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 4.8 | 5.9 | 6.9 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.4 | 5.0 | 5.0 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 5.1 | 5.7 | 5.4 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.8 | 7.5 | 5.8 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 4.5 | 5.8 | 8.4 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 4.9 | 5.3 | 6.3 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 4.9 | 5.8 | 6.3 | 5.2 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 5.4 | 5.7 | 3.8 | 5.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 4.8 | 5.8 | 6.3 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.8 | 5.5 | 6.9 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.7 | 7.3 | 6.5 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 4.4 | 6.4 | 8.0 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 4.5 | 5.9 | 6.1 | 5.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 4.5 | 6.8 | 6.2 | 5.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 6.2 | 3.9 | 5.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 5.9 | 6.2 | 0.5 | 5.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.1 | 3.8 | 6.0 | 5.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.6 | 5.0 | 6.9 | 5.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.7 | 5.9 | 6.0 | 5.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 4.8 | 4.7 | 5.2 | 5.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.4 | 7.4 | 6.3 | 5.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 4.9 | 4.7 | 5.8 | 5.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 4.2 | 6.5 | 7.7 | 5.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 4.6 | 5.8 | 6.8 | 4.9 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 5.0 | 4.9 | 4.6 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 5.0 | 6.3 | 3.4 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.1 | 6.7 | 8.2 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.7 | 5.2 | 5.6 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.0 | 4.8 | 4.4 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.1 | 6.2 | 8.4 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 4.1 | 5.8 | 7.8 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.1 | 5.5 | 3.1 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 4.0 | 6.7 | 6.8 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 4.5 | 6.5 | 3.8 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.0 | 5.2 | 3.8 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 4.2 | 5.5 | 7.1 | 4.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 3.9 | 6.0 | 8.3 | 4.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 4.8 | 5.0 | 3.8 | 4.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 4.3 | 5.3 | 5.4 | 4.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 4.5 | 5.2 | 3.8 | 4.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 4.3 | 5.2 | 6.0 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 4.7 | 4.8 | 4.2 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 4.0 | 5.3 | 6.8 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 3.7 | 6.1 | 7.9 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 3.7 | 6.2 | 7.9 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.0 | 4.8 | 6.8 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 4.6 | 5.0 | 3.5 | 4.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.3 | 5.0 | 5.5 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 3.9 | 6.2 | 6.5 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.7 | 6.2 | 7.5 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 4.0 | 4.4 | 6.5 | 4.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 3.7 | 5.3 | 6.4 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 3.8 | 4.9 | 6.5 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 3.4 | 6.6 | 7.0 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.2 | 4.2 | 3.9 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 3.8 | 4.8 | 6.3 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 3.6 | 5.0 | 6.3 | 4.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 3.2 | 6.2 | 6.1 | 4.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.3 | 5.2 | 6.9 | 4.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.0 | 6.2 | 5.7 | 4.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 3.2 | 5.0 | 6.5 | 4.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.0 | 5.8 | 6.2 | 3.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.0 | 6.3 | 6.4 | 3.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.1 | 5.0 | 6.2 | 3.8 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 3.4 | 5.5 | 4.0 | 3.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.3 | 4.9 | 5.8 | 3.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 2.9 | 6.6 | 6.4 | 3.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 2.8 | 5.0 | 6.2 | 3.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 3.5 | 4.9 | 2.8 | 3.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 3.2 | 5.0 | 3.9 | 3.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.7 | 5.8 | 5.8 | 3.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 3.3 | 4.4 | 2.9 | 3.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 2.3 | 5.3 | 5.9 | 3.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.5 | 5.2 | 5.2 | 3.3 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.3 | 4.4 | 4.5 | 3.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.6 | 5.0 | 4.6 | 3.1 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 2.5 | 4.4 | 3.2 | 3.0 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.3 | 5.2 | 6.0 | 2.7 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 1.9 | 5.3 | 3.6 | 2.6 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.1 | 4.7 | 6.0 | 2.5 |
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π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.7 | 10.0 | 7.9 | 9.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.5 | 10.0 | 6.8 | 9.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.3 | 10.0 | 9.3 | 9.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 8.7 | 10.0 | 8.9 | 9.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 9.9 | 10.0 | 9.3 | 9.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 8.7 | 10.0 | 9.5 | 9.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 8.6 | 10.0 | 8.8 | 9.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 8.8 | 9.5 | 7.5 | 9.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.6 | 10.0 | 4.7 | 9.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.5 | 9.0 | 8.2 | 9.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 8.1 | 10.0 | 7.6 | 9.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.3 | 10.0 | N/A | 9.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 59%, Valuation: 13%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.9 | 9.5 | 5.1 | 9.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 8.7 | 9.5 | 5.9 | 9.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.3 | 9.5 | 7.0 | 9.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.0 | 10.0 | 7.7 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.0 | 9.5 | 7.6 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 7.4 | 9.7 | N/A | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 62%, Valuation: 11%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 7.7 | 9.5 | 8.2 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 7.6 | 10.0 | 6.3 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 8.6 | 9.5 | 5.7 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 7.8 | 10.0 | 8.0 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 6.6 | 9.7 | 7.4 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.4 | 10.0 | 7.7 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.0 | 9.8 | 8.4 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.5 | 9.8 | 7.7 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 7.0 | 9.8 | 8.1 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 6.8 | 9.7 | 8.5 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 8.3 | 9.5 | 7.5 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 9.0 | 9.5 | 6.9 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 8.9 | 8.2 | 9.8 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.6 | 8.2 | 9.4 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.2 | 8.5 | 9.4 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.1 | 8.5 | 0.5 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 8.7 | 9.5 | 7.5 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 6.6 | 9.7 | 6.8 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 8.0 | 8.5 | 6.5 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.3 | 8.5 | 6.6 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 8.9 | 8.5 | 7.9 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 7.2 | 9.8 | 8.4 | 8.3 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 9.0 | 8.5 | 9.1 | 8.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.0 | 9.5 | 5.9 | 8.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 5.8 | 9.9 | 7.7 | 8.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 8.1 | 8.0 | 8.0 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.6 | 9.5 | 5.9 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.3 | 7.7 | 8.6 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.8 | 9.2 | 3.8 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 5.5 | 9.5 | 6.4 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 6.0 | 9.8 | 8.3 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.2 | 7.5 | 9.1 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.5 | 8.6 | 6.5 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 4.1 | 10.0 | 9.4 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 5.1 | 9.5 | 6.8 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.5 | 8.5 | 6.2 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 6.0 | 8.8 | 5.7 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 7.4 | 7.9 | 7.4 | 7.9 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 3.3 | 10.0 | 7.1 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 6.2 | 9.7 | 7.0 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.1 | 8.2 | 6.1 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.0 | 7.7 | 7.1 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.3 | 7.7 | 8.4 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.9 | 6.5 | 9.2 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 6.5 | 9.8 | 8.2 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 6.6 | 10.0 | 8.9 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 7.5 | 9.5 | 6.8 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 7.2 | 8.6 | 8.3 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 7.3 | 8.2 | 7.3 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 2.0 | 9.8 | 6.2 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 7.6 | 7.7 | 8.7 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 4.8 | 9.0 | 6.3 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 7.2 | 8.5 | 7.0 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 8.2 | 6.9 | 7.9 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.0 | 6.7 | 9.1 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 6.7 | 7.8 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 6.3 | 8.5 | 7.9 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 6.9 | 8.0 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 5.7 | 8.5 | 7.8 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.9 | 6.9 | 8.9 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 6.3 | 8.6 | 6.5 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.9 | 6.7 | 6.2 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 6.7 | 7.0 | 6.1 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 8.4 | 7.0 | 8.9 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 6.7 | 6.1 | 7.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.7 | 5.8 | 5.2 | 7.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 8.9 | 6.7 | 4.9 | 7.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 6.0 | 8.8 | 7.5 | 7.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 6.3 | 8.6 | 7.9 | 7.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 6.4 | 8.2 | 7.7 | 7.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.5 | 7.1 | 8.2 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 8.1 | 6.9 | 7.8 | 7.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.4 | 8.6 | 6.5 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 7.4 | 6.5 | 4.9 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 7.7 | 6.6 | 9.1 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 7.8 | 7.8 | 6.0 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 8.2 | 6.9 | 7.0 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 5.5 | 9.7 | 6.4 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 5.8 | 6.9 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 8.9 | 6.7 | 7.7 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 5.2 | 8.1 | 5.4 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 7.6 | 6.9 | 4.5 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.5 | 6.8 | 4.7 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 8.1 | 6.7 | 7.2 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 6.3 | 8.3 | 8.3 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.9 | 8.8 | 6.2 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.2 | 6.3 | 7.7 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.2 | 6.5 | 6.9 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.8 | 6.1 | 7.2 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 3.0 | 10.0 | 7.1 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 7.8 | 6.3 | 6.2 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 6.5 | 8.6 | 8.4 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 3.1 | 10.0 | 4.6 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 7.5 | 7.1 | 7.2 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.9 | 6.7 | 7.4 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.6 | 6.2 | 6.7 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 6.8 | 6.9 | 8.0 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 6.6 | 7.0 | 6.9 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 7.3 | 6.7 | 6.9 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 5.9 | 6.7 | 7.3 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 7.3 | 6.4 | 8.2 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 7.3 | 6.3 | 7.3 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.2 | 6.5 | 7.0 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 6.3 | 6.9 | 7.9 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 7.8 | 6.3 | 6.7 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 7.3 | 7.0 | 7.2 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.2 | 5.4 | 8.2 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 6.1 | 6.6 | 6.1 | 6.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 6.7 | 7.0 | 6.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 3.5 | 7.3 | 7.7 | 6.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 4.2 | 7.2 | 6.5 | 6.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 6.6 | 6.3 | 8.4 | 6.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 6.0 | 6.9 | 6.3 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.5 | 7.0 | 3.9 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 6.0 | 6.7 | 8.2 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 6.7 | 6.5 | 6.3 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 8.2 | 5.7 | 8.8 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.7 | 6.5 | 6.4 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.4 | 6.9 | 9.2 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.6 | 5.4 | 6.6 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 8.8 | 4.9 | 4.8 | 6.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 6.2 | 6.5 | 6.9 | 6.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 5.7 | 6.9 | 0.5 | 6.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 8.6 | 4.2 | 4.5 | 6.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.3 | 7.3 | 6.3 | 6.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.5 | 5.2 | 5.4 | 6.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 7.5 | 5.8 | 7.5 | 6.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.4 | 4.5 | 7.3 | 6.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 6.9 | 5.8 | 6.1 | 6.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 6.8 | 5.4 | 5.4 | 5.9 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.8 | 4.9 | 5.3 | 5.9 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 8.5 | 5.2 | 5.7 | 5.9 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.4 | 6.2 | 6.3 | 5.9 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 3.2 | 6.9 | 6.9 | 5.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.0 | 8.6 | 5.8 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 4.7 | 6.9 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.7 | 4.8 | 6.5 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 6.5 | 5.8 | 7.8 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 2.7 | 8.5 | 3.4 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 7.6 | 5.3 | 7.6 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 9.1 | 4.5 | 7.0 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 7.2 | 5.2 | 7.0 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 6.4 | 5.0 | 6.0 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 6.3 | 5.0 | 7.3 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 4.4 | 6.7 | 3.6 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.1 | 5.4 | 6.5 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 8.3 | 4.5 | 7.1 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 6.6 | 5.4 | 6.0 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 8.3 | 3.9 | 7.1 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 6.7 | 4.2 | 3.8 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 5.9 | 4.9 | 5.5 | 5.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 6.0 | 4.9 | 5.2 | 5.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.4 | 4.2 | 6.8 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.9 | 5.4 | 3.8 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.8 | 4.2 | 6.3 | 5.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 7.3 | 4.0 | 6.6 | 5.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.7 | 3.7 | 5.2 | 5.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 5.6 | 5.8 | 5.8 | 5.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 5.8 | 5.4 | 6.2 | 5.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 5.5 | 5.4 | 6.9 | 5.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.6 | 3.9 | 5.8 | 5.4 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 8.3 | 3.8 | 5.8 | 5.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.6 | 7.2 | 6.4 | 5.4 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 5.7 | 5.2 | 5.5 | 5.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.0 | 5.4 | 5.5 | 5.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.1 | 3.9 | 5.7 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.5 | 3.8 | 8.1 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 6.9 | 3.9 | 6.0 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.9 | 4.0 | 5.9 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 8.5 | 4.0 | 4.9 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 5.6 | 5.4 | 6.1 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 50%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 6.2 | 5.2 | 5.0 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 7.3 | 4.3 | 4.9 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 8.0 | 4.2 | 4.7 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.3 | 4.8 | 5.9 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 5.9 | 4.9 | 4.3 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 6.2 | 5.0 | 4.0 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 4.8 | 4.2 | 4.5 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.5 | 4.0 | 0.5 | 5.2 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 5.2 | 5.0 | 6.8 | 5.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 6.7 | 4.3 | 8.5 | 5.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 6.3 | 4.2 | 3.8 | 5.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 50%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 2.2 | 5.4 | 6.0 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 7.0 | 4.2 | 4.6 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 3.4 | 5.4 | 6.0 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.9 | 4.8 | 5.6 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 5.6 | 4.9 | 3.8 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 50%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 5.5 | 4.0 | 4.6 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 2.7 | 7.2 | 6.8 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 8.0 | 4.0 | 5.0 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 7.6 | 4.0 | 3.1 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 6.0 | 3.9 | 6.2 | 5.0 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 5.1 | 4.9 | 6.9 | 4.9 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.5 | 3.9 | 6.5 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 5.7 | 4.5 | 6.3 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.1 | 4.2 | 2.5 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 7.2 | 3.9 | 5.7 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 6.0 | 4.6 | 3.9 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 7.2 | 3.7 | 0.5 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.3 | 4.2 | 6.3 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 7.0 | 4.0 | 5.0 | 4.8 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 6.6 | 4.2 | 4.9 | 4.8 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 6.2 | 4.2 | 4.3 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 5.5 | 4.9 | 4.1 | 4.8 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 7.0 | 3.7 | 5.7 | 4.8 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.2 | 4.2 | 5.5 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 6.7 | 4.0 | 3.5 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 6.5 | 4.2 | 5.1 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 5.3 | 4.9 | 6.5 | 4.8 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 6.5 | 4.0 | 5.5 | 4.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 6.2 | 3.9 | 4.2 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 6.6 | 3.9 | 4.4 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.5 | 4.2 | 5.8 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 7.0 | 3.7 | 5.8 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 5.5 | 4.0 | 3.3 | 4.6 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 3.4 | 5.2 | 6.3 | 4.6 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.4 | 4.2 | 3.1 | 4.6 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.8 | 3.9 | 3.9 | 4.6 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.2 | 3.9 | 4.1 | 4.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 3.3 | 4.2 | 4.5 | 4.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.8 | 3.9 | 0.5 | 4.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 3.8 | 4.7 | 5.2 | 4.5 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 4.8 | 4.2 | 2.8 | 4.4 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 50%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.8 | 4.2 | 5.8 | 4.4 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 2.8 | 4.8 | 6.0 | 4.4 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 2.8 | 5.3 | 6.5 | 4.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 4.6 | 4.2 | 2.9 | 4.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 50%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.0 | 3.9 | 6.0 | 4.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 3.5 | 4.2 | 3.2 | 4.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 3.0 | 4.0 | 5.9 | 4.1 |
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π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.7 | 8.2 | 9.5 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.8 | 10.0 | 7.9 | 9.5 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 9.5 | 9.2 | 9.4 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.4 | 8.9 | 6.8 | 9.1 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.7 | 8.8 | 9.1 | 9.0 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.6 | 8.5 | 5.2 | 9.0 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.7 | 9.4 | 9.3 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.2 | 8.8 | 7.5 | 9.0 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.8 | 9.8 | 5.1 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.4 | 9.1 | 9.5 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 9.5 | 8.5 | 8.9 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 9.8 | 10.0 | 9.3 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 8.2 | 9.8 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.6 | 7.8 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.5 | 7.7 | 5.9 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.8 | 6.6 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.5 | 7.6 | 8.6 | 8.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.8 | 9.4 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.1 | 8.5 | 6.9 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.6 | 6.1 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.8 | 8.2 | 5.2 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.2 | 7.7 | 0.5 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.7 | 7.7 | 7.4 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.4 | 8.7 | 4.9 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.2 | 9.2 | 7.0 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.2 | 9.2 | 9.4 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 9.1 | 9.1 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.1 | 8.7 | 7.9 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.2 | 8.5 | 7.3 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.3 | 9.5 | N/A | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 59%, Growth: 18%, Valuation: 23%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 8.6 | 7.8 | 7.4 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.8 | 9.0 | 4.7 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.2 | 8.6 | 8.2 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.3 | 8.2 | 5.7 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.2 | 8.8 | 7.1 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 8.1 | 7.3 | 4.5 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.9 | 7.9 | 7.7 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.2 | 7.8 | 7.6 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.7 | 10.0 | 7.6 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.5 | 9.1 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.6 | 9.2 | 6.1 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.8 | 9.0 | 8.8 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 7.7 | 8.4 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.5 | 8.0 | 8.0 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.3 | 8.7 | 7.7 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.8 | 8.4 | 6.9 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 7.6 | 8.0 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.4 | 8.8 | 9.1 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.5 | 8.6 | 7.9 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.0 | 7.8 | 5.3 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.6 | 8.0 | 6.9 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 8.9 | 8.6 | 7.5 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 8.8 | 6.7 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 8.6 | 8.0 | 7.0 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.2 | 8.2 | 4.5 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.2 | 8.6 | 8.9 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.5 | 7.5 | 7.2 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.9 | 6.7 | 6.0 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.9 | 6.8 | 6.0 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.0 | 7.4 | 6.5 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.3 | 8.2 | 5.4 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 7.4 | 7.7 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.1 | 8.6 | 4.7 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.4 | 6.8 | 5.7 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.0 | 8.2 | 5.9 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 7.3 | 7.8 | 7.3 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 8.0 | 7.2 | 4.8 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.1 | 7.2 | 8.1 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.4 | 8.5 | 7.6 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.5 | 7.8 | 6.8 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.2 | 8.1 | 6.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.6 | 8.7 | 6.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.9 | 7.4 | 7.0 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 7.6 | 8.0 | 8.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.5 | 8.8 | 8.2 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.5 | 7.3 | 6.3 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.8 | 8.1 | 7.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.1 | 7.8 | 7.0 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.3 | 6.5 | 5.8 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.6 | 7.5 | 7.8 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.7 | 7.3 | 6.2 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 9.1 | 7.4 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 7.9 | 7.6 | 6.5 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.2 | 7.5 | 8.5 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.3 | 6.5 | 0.5 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.0 | 7.7 | 6.2 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.8 | 8.0 | 6.5 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.2 | 7.5 | 6.6 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 7.2 | 7.9 | 7.2 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.3 | 6.2 | 4.9 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 7.5 | 8.4 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 7.5 | 7.1 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.3 | 6.7 | 7.1 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.9 | 8.2 | 7.7 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.8 | 7.8 | 8.2 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.6 | 8.3 | 7.5 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.0 | 7.4 | 7.7 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 7.2 | 8.1 | 7.0 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.5 | 8.0 | 5.7 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.4 | 5.3 | 4.6 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.5 | 7.6 | 8.8 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.1 | 8.4 | 7.7 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.8 | 7.2 | 8.2 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.7 | 6.4 | 5.8 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 6.6 | 7.7 | 9.4 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 6.0 | 6.3 | 6.6 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.2 | 6.7 | 5.9 | 6.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.0 | 7.0 | 6.0 | 6.5 |
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π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 6.3 | 5.6 | N/A | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 21%, Valuation: 21%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 6.6 | 6.8 | 6.2 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.1 | 7.5 | 6.5 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.2 | 6.2 | 6.1 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 6.5 | 7.1 | 5.5 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.4 | 7.0 | 4.9 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.3 | 6.5 | 8.7 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 5.2 | 8.2 | 7.3 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.4 | 5.5 | 4.9 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 5.7 | 6.2 | 5.5 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.5 | 7.9 | 8.0 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.2 | 8.6 | 8.9 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 7.0 | 6.9 | 4.9 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.7 | 7.0 | 6.7 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 6.4 | 7.3 | 7.8 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.2 | 5.3 | 4.5 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 5.9 | 7.1 | 7.3 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.2 | 7.6 | 5.9 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.2 | 7.0 | 5.1 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.4 | 6.8 | 6.3 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.0 | 6.5 | 7.0 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.1 | 6.5 | 6.5 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 6.9 | 6.5 | 5.7 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 6.3 | 6.7 | 7.3 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.5 | 5.8 | 3.3 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.2 | 6.6 | 3.8 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.2 | 6.9 | 7.1 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.2 | 5.3 | 3.8 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.6 | 5.8 | 0.5 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 7.0 | 5.3 | 4.3 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.0 | 6.2 | 5.0 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.5 | 6.4 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.7 | 6.8 | 4.7 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.6 | 6.4 | 5.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 6.2 | 6.5 | 8.3 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 5.9 | 5.9 | 5.7 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.0 | 6.0 | 2.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.9 | 6.7 | 8.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.4 | 6.7 | 7.2 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.3 | 8.0 | 4.1 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.3 | 6.0 | 3.1 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 5.8 | 6.2 | 8.2 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 5.5 | 6.7 | 8.1 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.1 | 6.2 | 4.3 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.0 | 5.7 | 7.7 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 5.6 | 6.0 | 5.4 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 5.8 | 6.0 | 7.0 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 5.2 | 6.1 | 8.3 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 5.2 | 4.5 | 5.2 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 4.8 | 6.9 | 6.2 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.2 | 6.1 | 7.5 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.0 | 6.2 | 5.9 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.7 | 6.5 | 0.5 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 4.7 | 6.7 | 6.8 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.1 | 6.3 | 5.5 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 6.2 | 6.4 | 0.5 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 5.4 | 6.2 | 6.9 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 5.5 | 6.7 | 8.4 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.5 | 8.0 | 5.0 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 5.7 | 5.5 | 6.1 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.9 | 6.5 | 5.7 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 4.8 | 6.5 | 6.9 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.1 | 6.7 | 6.8 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 4.7 | 5.1 | 5.4 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.2 | 5.0 | 3.8 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 52%, Growth: 14%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.3 | 6.4 | 3.9 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.7 | 7.5 | 6.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.5 | 3.9 | 6.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 5.8 | 6.8 | 4.1 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 6.0 | 6.3 | 7.2 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 5.0 | 6.4 | 8.0 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.2 | 5.9 | 6.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.8 | 5.2 | 5.0 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.0 | 5.3 | 6.3 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.0 | 6.2 | 8.4 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 5.3 | 5.8 | 6.3 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 5.6 | 5.0 | 4.6 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.4 | 4.2 | 3.9 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 4.0 | 6.3 | 6.1 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 5.4 | 5.5 | 3.8 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 52%, Growth: 14%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.3 | 6.0 | 5.8 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 5.2 | 5.2 | 3.5 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.7 | 7.5 | 5.8 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.2 | 5.4 | 6.9 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.9 | 5.2 | 6.9 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 5.1 | 5.8 | 6.3 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.4 | 4.9 | 5.8 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 4.8 | 6.5 | 7.7 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 4.9 | 5.4 | 6.0 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.5 | 5.5 | 3.8 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 4.2 | 5.2 | 6.4 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 4.4 | 5.2 | 6.8 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.8 | 6.7 | 8.2 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 5.3 | 5.5 | 6.1 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 52%, Growth: 14%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 5.1 | 4.9 | 4.2 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 4.8 | 6.1 | 7.8 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.4 | 4.9 | 4.4 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.2 | 5.5 | 3.1 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 4.5 | 6.4 | 7.9 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 4.5 | 6.5 | 7.9 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.0 | 5.1 | 5.6 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.6 | 6.4 | 8.3 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.6 | 4.2 | 9.2 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.9 | 5.2 | 5.5 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.2 | 5.7 | 6.0 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 4.2 | 6.7 | 7.0 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.8 | 7.3 | 6.5 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.3 | 6.0 | 3.4 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 4.0 | 5.0 | 6.3 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.4 | 4.6 | 6.8 | 4.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 3.9 | 5.2 | 7.1 | 4.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 4.6 | 6.5 | 6.5 | 4.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 3.6 | 4.8 | 6.5 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.0 | 5.0 | 6.5 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.1 | 3.7 | 6.0 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.8 | 6.5 | 8.4 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.8 | 5.7 | 6.2 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.2 | 5.5 | 4.0 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 2.6 | 4.7 | 6.2 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.0 | 4.8 | 6.3 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 4.4 | 6.5 | 7.5 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 3.9 | 5.0 | 2.8 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 52%, Growth: 14%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.9 | 5.2 | 6.9 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.0 | 5.1 | 3.9 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.6 | 4.4 | 4.5 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.6 | 6.1 | 5.8 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 4.1 | 5.7 | 6.8 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 2.6 | 5.4 | 5.9 | 4.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 3.7 | 6.7 | 6.4 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.4 | 5.0 | 6.2 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.7 | 5.6 | 3.6 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 3.7 | 4.5 | 6.5 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 3.6 | 4.4 | 2.9 | 3.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 52%, Growth: 14%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.2 | 6.4 | 6.4 | 3.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.5 | 4.3 | 6.0 | 3.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.9 | 5.2 | 5.2 | 3.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.9 | 5.5 | 6.0 | 3.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 2.9 | 4.4 | 3.2 | 3.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.5 | 5.0 | 5.8 | 3.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.8 | 4.7 | 4.6 | 3.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.8 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.9 | 8.2 | 9.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 9.2 | 9.2 | 9.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.4 | 9.1 | 6.8 | 9.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.6 | 8.6 | 9.1 | 9.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.6 | 9.4 | 9.3 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.5 | 7.5 | 5.2 | 9.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.1 | 8.4 | 7.5 | 8.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.3 | 9.1 | 9.5 | 8.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 9.3 | 8.5 | 8.9 | 8.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.8 | 9.3 | 5.1 | 8.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 9.8 | 10.0 | 9.3 | 8.8 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.2 | 8.1 | 9.8 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.4 | 7.8 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.5 | 7.6 | 8.6 | 8.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.3 | 7.2 | 5.9 | 8.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.8 | 6.6 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.6 | 9.4 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.2 | 7.7 | 0.5 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.4 | 6.1 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.8 | 6.9 | 5.2 | 8.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.2 | 8.9 | 7.9 | 8.4 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 9.1 | 9.1 | 8.4 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.2 | 8.5 | 4.9 | 8.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.4 | 7.5 | 7.4 | 8.4 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.5 | 6.9 | 8.3 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.3 | 9.7 | N/A | 8.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 67%, Growth: 12%, Valuation: 22%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.1 | 9.4 | 4.7 | 8.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.8 | 9.2 | 9.4 | 8.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.1 | 7.8 | 5.7 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.9 | 7.8 | 7.3 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.2 | 7.8 | 7.6 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.8 | 7.9 | 7.7 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 8.9 | 8.3 | 8.2 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 8.3 | 7.6 | 7.4 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.7 | 9.2 | 9.1 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.8 | 8.0 | 8.0 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.5 | 9.0 | 6.1 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 7.8 | 8.7 | 7.0 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.8 | 8.8 | 7.1 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.8 | 9.4 | 8.8 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.2 | 7.5 | 9.1 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 7.9 | 8.4 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.7 | 9.0 | 7.9 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 7.8 | 8.0 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.1 | 8.5 | 7.7 | 7.8 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 8.9 | 7.5 | 7.0 | 7.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 7.7 | 6.7 | 4.5 | 7.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 8.9 | 8.3 | 7.5 | 7.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.3 | 8.4 | 4.5 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.6 | 7.7 | 6.9 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.3 | 10.0 | 7.6 | 7.6 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.6 | 7.5 | 5.3 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 7.7 | 6.9 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 8.2 | 6.7 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.1 | 9.0 | 8.9 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.5 | 7.4 | 7.2 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.4 | 8.9 | 4.7 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.3 | 7.0 | 6.5 | 7.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.6 | 6.7 | 6.0 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.7 | 5.8 | 5.8 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.1 | 7.8 | 5.4 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.7 | 5.8 | 6.0 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.1 | 7.8 | 6.2 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.7 | 6.8 | 6.3 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.3 | 5.8 | 5.7 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.7 | 8.6 | 6.9 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 7.8 | 8.0 | 8.9 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.7 | 8.1 | 7.8 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.3 | 8.4 | 7.6 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.1 | 8.0 | 7.0 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 7.6 | 7.2 | 4.8 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.6 | 6.9 | 4.9 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.8 | 7.2 | 7.0 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.7 | 6.1 | 7.1 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 7.9 | 7.9 | 6.9 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.8 | 7.1 | 5.9 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 9.1 | 7.4 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.4 | 6.7 | 6.6 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.5 | 7.1 | 7.7 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 7.8 | 8.4 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 7.5 | 8.7 | 7.0 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.5 | 5.9 | 0.5 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.1 | 8.5 | 7.7 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.0 | 7.4 | 6.5 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.0 | 7.2 | 6.5 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.0 | 8.3 | 6.2 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.9 | 7.4 | 7.3 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.8 | 8.5 | 7.5 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.5 | 8.1 | 7.9 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.0 | 7.3 | 8.2 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 7.2 | 7.7 | 7.2 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 7.2 | 7.1 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.1 | 6.6 | 8.5 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 6.7 | 6.0 | N/A | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 67%, Growth: 13%, Valuation: 20%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.4 | 6.4 | 8.1 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.0 | 5.8 | 5.8 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.0 | 7.6 | 7.7 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.2 | 8.7 | 8.2 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.7 | 7.0 | 5.7 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.6 | 7.1 | 8.8 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.4 | 4.8 | 4.6 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.8 | 7.4 | 8.7 | 6.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.0 | 8.8 | 7.7 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 6.9 | 6.0 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 7.6 | 7.1 | 6.8 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.6 | 5.3 | 4.9 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.3 | 6.8 | 5.9 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.6 | 6.2 | 6.1 | 6.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 6.0 | 6.0 | 6.6 | 6.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.9 | 7.7 | 6.3 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.8 | 8.6 | 8.0 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.1 | 7.9 | 6.5 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 6.5 | 7.1 | 6.2 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 6.0 | 6.4 | 5.5 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 7.2 | 6.6 | 4.9 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.2 | 8.8 | 8.9 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 6.8 | 8.2 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 6.8 | 7.0 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.4 | 7.7 | 5.9 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 6.6 | 7.6 | 7.3 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.7 | 7.1 | 3.8 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 6.3 | 7.1 | 7.3 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 6.5 | 7.7 | 7.8 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.6 | 5.5 | 3.8 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 6.4 | 6.3 | 8.2 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.3 | 5.9 | 5.0 | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 7.0 | 5.9 | 5.7 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 6.3 | 6.9 | 5.5 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 5.9 | 7.4 | 9.4 | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 6.5 | 6.6 | 8.3 | 6.1 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.6 | 6.2 | 0.5 | 6.1 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.3 | 5.9 | 6.5 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.0 | 6.2 | 4.9 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 6.0 | 7.5 | 8.1 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.8 | 6.3 | 7.2 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 6.9 | 4.9 | 4.3 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.9 | 6.4 | 4.7 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.1 | 6.2 | 5.1 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.7 | 6.3 | 7.5 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 5.0 | 8.2 | 7.3 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 6.2 | 5.8 | 7.0 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 5.4 | 5.2 | 5.2 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 6.0 | 6.0 | 5.4 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.2 | 5.0 | 3.3 | 5.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.3 | 6.5 | 6.7 | 5.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 6.1 | 5.4 | 5.7 | 5.9 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.4 | 5.8 | 3.1 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.1 | 6.4 | 5.9 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.0 | 7.3 | 7.1 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 5.5 | 6.9 | 8.3 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.2 | 6.4 | 4.3 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.9 | 7.4 | 8.5 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 5.1 | 7.5 | 6.8 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.9 | 5.9 | 0.5 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.3 | 5.8 | 5.5 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.2 | 6.8 | 5.5 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 5.7 | 6.2 | 6.9 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.0 | 7.5 | 6.4 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 5.8 | 7.5 | 8.4 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 6.0 | 5.7 | 6.1 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 4.5 | 4.9 | 4.5 | 5.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.7 | 5.3 | 3.8 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 59%, Growth: 9%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.3 | 7.4 | 6.8 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.0 | 5.3 | 7.7 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 6.4 | 6.3 | 7.2 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 5.0 | 6.0 | 5.4 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.3 | 6.7 | 5.7 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 6.0 | 5.2 | 4.6 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.2 | 5.3 | 5.0 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.6 | 4.1 | 6.3 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 5.3 | 7.4 | 8.0 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.3 | 5.8 | 6.3 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 5.8 | 5.8 | 3.8 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 59%, Growth: 9%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 4.6 | 7.0 | 6.1 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.9 | 6.8 | 4.1 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 5.6 | 6.6 | 6.3 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.4 | 6.2 | 8.4 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 5.5 | 5.4 | 6.0 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 5.3 | 7.4 | 7.7 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.2 | 5.6 | 2.5 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.8 | 4.7 | 5.8 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 5.5 | 5.3 | 3.5 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 5.3 | 5.2 | 6.9 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.4 | 6.1 | 6.9 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.8 | 5.5 | 3.8 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 5.3 | 6.3 | 7.8 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 5.7 | 5.6 | 0.5 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.1 | 7.5 | 8.2 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 4.6 | 5.8 | 6.4 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 5.2 | 6.7 | 6.3 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 5.7 | 5.1 | 6.1 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 59%, Growth: 9%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 4.4 | 6.1 | 6.2 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 5.1 | 6.4 | 7.9 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 4.6 | 5.8 | 6.8 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 5.4 | 4.9 | 4.2 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.8 | 3.9 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.7 | 4.9 | 4.4 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.4 | 5.7 | 5.6 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 5.0 | 6.5 | 7.9 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.0 | 8.0 | 5.0 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 5.5 | 6.9 | 4.1 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.4 | 5.6 | 5.8 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.3 | 5.3 | 3.1 | 5.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 4.8 | 7.4 | 7.0 | 5.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.3 | 5.3 | 5.5 | 5.0 |
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π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.8 | 6.2 | 8.3 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 3.9 | 6.9 | 6.9 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.7 | 5.3 | 6.8 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.5 | 5.2 | 9.2 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 4.7 | 4.9 | 6.3 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 7.2 | 6.3 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.4 | 6.5 | 8.4 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 5.1 | 6.5 | 6.5 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.7 | 6.2 | 4.0 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 4.1 | 5.3 | 6.3 | 4.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.4 | 3.7 | 6.0 | 4.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 4.0 | 5.5 | 6.5 | 4.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.3 | 5.0 | 6.5 | 4.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.0 | 6.7 | 7.5 | 4.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 3.4 | 4.2 | 3.9 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.6 | 7.3 | 6.5 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.4 | 5.5 | 3.9 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.2 | 5.8 | 6.9 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.2 | 5.0 | 6.3 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 3.8 | 6.2 | 7.1 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.1 | 6.8 | 5.8 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.8 | 6.8 | 6.2 | 4.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.0 | 6.3 | 3.4 | 4.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 4.1 | 5.2 | 2.8 | 4.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 59%, Growth: 9%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 2.7 | 5.5 | 6.2 | 4.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 4.2 | 7.4 | 6.4 | 4.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.9 | 6.3 | 5.8 | 4.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 3.2 | 5.9 | 6.0 | 4.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 4.1 | 5.3 | 6.8 | 4.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 3.8 | 4.6 | 2.9 | 4.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 59%, Growth: 9%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.4 | 5.2 | 6.2 | 3.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 3.6 | 4.4 | 6.5 | 3.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 3.1 | 4.6 | 3.2 | 3.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.6 | 5.4 | 3.6 | 3.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.1 | 6.2 | 6.4 | 3.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.4 | 5.5 | 6.0 | 3.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.8 | 5.9 | 5.2 | 3.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.7 | 5.0 | 5.8 | 3.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.9 | 5.5 | 6.0 | 3.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 2.0 | 5.1 | 5.9 | 3.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 1.3 | 4.6 | 4.5 | 3.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.9 | 5.6 | 4.6 | 3.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.7 | 10.0 | 7.9 | 9.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.8 | 9.8 | 6.8 | 9.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 9.3 | 9.9 | 4.7 | 9.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 8.7 | 9.8 | 8.9 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 8.6 | 9.8 | 9.5 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.2 | 9.9 | 9.3 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 8.1 | 9.9 | 8.8 | 8.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.3 | 9.1 | 0.5 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.0 | 8.6 | 7.5 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.0 | 8.7 | 9.8 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 7.5 | 8.2 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.4 | 8.8 | 8.6 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 9.1 | 8.0 | 8.0 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 8.6 | 8.7 | 7.9 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 9.3 | 10.0 | 9.3 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 8.9 | 8.3 | N/A | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 51%, Valuation: 27%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.2 | 8.4 | 9.1 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 8.8 | 8.3 | 5.9 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.9 | 8.4 | 7.6 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.4 | 6.6 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.7 | 9.9 | N/A | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 47%, Valuation: 30%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.2 | 9.2 | 7.9 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 5.5 | 10.0 | 7.6 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.1 | 7.8 | 9.2 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 9.6 | 7.0 | 4.9 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 9.8 | 9.3 | 9.1 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.6 | 8.7 | 5.1 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 7.5 | 9.7 | 7.7 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 9.6 | 7.7 | 6.2 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.8 | 8.9 | 9.4 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 7.5 | 7.8 | 7.4 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 9.7 | 9.2 | 6.3 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 6.6 | 8.9 | 7.4 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.8 | 9.2 | 6.2 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.5 | 8.2 | 9.1 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 9.4 | 7.5 | 3.8 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.4 | 8.8 | 8.4 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 7.8 | 8.5 | 8.0 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 9.6 | 8.7 | 8.1 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 9.5 | 8.3 | 8.7 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 5.2 | 8.6 | 7.0 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 9.5 | 6.0 | 6.5 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 8.3 | 7.8 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 7.6 | 8.4 | 8.5 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 8.4 | 9.6 | 8.0 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 9.0 | 8.6 | 7.8 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 6.8 | 9.3 | 9.4 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 7.6 | 8.6 | 6.8 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 9.4 | 5.3 | 6.1 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 7.8 | 7.8 | 9.1 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.2 | 8.6 | 4.5 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 8.5 | 8.6 | 8.3 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 6.9 | 9.2 | 7.7 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 8.7 | 8.4 | 5.7 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.9 | 8.2 | 5.9 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 5.7 | 8.6 | 8.2 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 3.9 | 9.6 | 7.1 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 9.5 | 8.7 | 7.0 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 9.4 | 8.4 | 4.7 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 8.1 | 8.2 | 4.9 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 7.9 | 8.0 | 6.4 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 9.1 | 9.0 | 8.4 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.3 | 5.7 | 5.2 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 7.6 | 8.7 | 8.9 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 7.0 | 8.9 | 7.1 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 8.8 | 8.4 | 7.3 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.8 | 8.3 | 6.1 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 8.0 | 8.0 | 6.8 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 9.6 | 8.7 | 7.5 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 7.7 | 7.9 | 5.4 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 6.2 | 9.8 | 7.7 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 3.5 | 8.4 | 6.2 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 9.8 | 8.9 | 7.7 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.5 | 6.8 | 7.2 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 9.5 | 7.0 | 6.2 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 8.4 | 7.2 | 6.1 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 9.3 | 4.8 | 3.8 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 7.5 | 6.7 | 5.7 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 9.3 | 7.2 | 8.9 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 7.7 | 9.1 | 7.0 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 9.2 | 8.4 | 7.5 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 8.9 | 8.8 | 6.1 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 5.8 | 9.1 | 7.8 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.3 | 7.5 | 6.9 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 6.5 | 7.0 | 6.0 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 7.9 | 6.2 | 5.2 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 8.9 | 8.4 | 7.0 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 9.9 | 8.5 | 6.9 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 6.6 | 6.6 | 5.5 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 7.5 | 8.7 | 8.4 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 7.5 | 7.6 | 8.2 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 7.4 | 8.1 | 8.0 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 4.6 | 7.3 | 7.3 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 4.5 | 7.5 | 7.3 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 7.8 | 5.7 | 6.9 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 7.1 | 7.0 | 6.5 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 7.3 | 5.0 | 4.5 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 8.0 | 8.7 | 8.2 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 2.4 | 9.2 | 9.4 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 9.0 | 8.3 | 5.9 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 8.1 | 8.2 | 7.7 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 5.6 | 8.6 | 7.9 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 6.2 | 7.7 | 9.2 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 7.8 | 8.2 | 7.7 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.7 | 7.5 | 6.0 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.1 | 7.9 | 0.5 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 7.6 | 6.7 | 4.8 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.1 | 7.3 | 7.0 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 6.2 | 8.1 | 6.9 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 8.5 | 7.7 | 7.0 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 7.2 | 6.8 | 7.3 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 7.1 | 7.0 | 5.4 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.2 | 8.0 | 6.5 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 6.3 | 7.0 | 7.7 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 7.0 | 6.7 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 7.8 | 6.5 | 7.2 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.1 | 9.8 | 8.9 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 6.7 | 6.7 | 6.3 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 4.7 | 8.9 | 7.1 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 9.9 | 5.8 | 7.0 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 9.7 | 6.3 | 6.5 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 9.1 | 6.3 | 8.3 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 7.3 | 7.8 | 7.6 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.5 | 8.2 | 7.4 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 9.6 | 5.5 | 8.2 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 8.3 | 8.4 | 6.4 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 7.0 | 5.1 | 3.9 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 2.1 | 8.3 | 6.9 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 7.7 | 6.3 | 6.3 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 9.1 | 5.3 | 6.9 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 8.9 | 6.2 | 7.9 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 6.3 | 7.0 | 5.3 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 8.7 | 6.5 | 4.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 6.2 | 7.9 | 6.3 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.3 | 4.6 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 4.7 | 4.7 | 4.5 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 7.5 | 7.0 | 6.9 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 5.2 | 7.6 | 6.2 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 9.6 | 4.2 | 7.1 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 9.7 | 4.0 | 5.8 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 9.1 | 6.0 | 7.9 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 7.2 | 7.2 | 6.3 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 5.8 | 7.1 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 9.0 | 4.8 | 5.4 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 8.1 | 8.3 | 6.8 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.7 | 7.3 | 6.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 7.0 | 5.9 | 7.3 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 6.8 | 6.1 | 6.9 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 8.7 | 4.2 | 5.8 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 7.6 | 6.2 | 6.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 6.4 | 4.5 | 6.6 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 4.8 | 5.9 | 7.7 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 4.7 | 6.9 | 5.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.5 | 7.6 | 5.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 8.7 | 4.4 | 0.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.3 | 6.4 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 9.7 | 5.8 | 8.2 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 7.5 | 6.0 | 6.5 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.5 | 6.6 | 4.3 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 8.4 | 6.0 | 5.6 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 8.7 | 5.4 | 6.1 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 9.3 | 5.5 | 7.8 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 6.9 | 6.4 | 6.8 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 8.0 | 4.8 | 3.8 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 36%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 8.7 | 5.6 | 7.2 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 9.5 | 5.5 | 7.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 6.8 | 4.2 | 6.0 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 7.5 | 6.2 | 3.8 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 36%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 9.4 | 4.7 | 6.0 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 8.7 | 5.3 | 8.4 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 8.4 | 5.3 | 4.9 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 9.5 | 5.1 | 6.3 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 4.2 | 7.5 | 8.2 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 9.1 | 6.2 | 6.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 7.3 | 6.2 | 6.9 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 8.7 | 5.4 | 8.8 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.8 | 4.0 | 5.2 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.8 | 5.2 | 6.8 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 9.4 | 4.2 | 7.0 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 9.4 | 5.0 | 6.6 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 8.0 | 5.5 | 8.3 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 9.0 | 6.7 | 7.5 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 7.2 | 4.7 | 6.3 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 9.0 | 4.8 | 4.6 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 5.1 | 8.8 | 4.6 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 7.8 | 5.5 | 3.9 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 5.0 | 6.5 | 6.2 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 7.3 | 5.3 | 6.7 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 3.9 | 7.5 | 5.0 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.1 | 4.2 | 5.7 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 9.6 | 6.2 | 8.4 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 2.3 | 8.4 | 3.4 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 7.3 | 4.7 | 6.9 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 6.0 | 5.8 | 6.3 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 6.5 | 4.6 | 5.9 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 8.8 | 6.2 | 5.9 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 8.9 | 5.5 | 7.2 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 8.7 | 4.3 | 3.5 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.7 | 4.2 | 6.5 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 6.9 | 5.3 | 8.5 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 7.5 | 4.7 | 4.3 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 5.8 | 6.3 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 7.8 | 5.0 | 4.7 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 9.1 | 4.3 | 5.5 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.7 | 4.7 | 4.5 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 8.5 | 4.5 | 5.7 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.3 | 4.1 | 8.1 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 4.8 | 4.9 | 2.5 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 6.5 | 5.5 | 5.8 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 2.6 | 6.5 | 6.0 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 9.3 | 4.4 | 5.0 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 7.5 | 4.5 | 3.1 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.6 | 4.3 | 4.9 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 8.2 | 4.8 | 3.8 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 8.7 | 4.3 | 5.0 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 4.4 | 4.2 | 6.2 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 8.1 | 4.2 | 5.7 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 7.2 | 3.7 | 5.7 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 7.8 | 4.0 | 4.2 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 3.8 | 4.8 | 3.6 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 7.3 | 4.6 | 6.1 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 36%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 3.5 | 6.0 | 5.2 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 5.9 | 4.8 | 2.8 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 36%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 5.0 | 4.2 | 3.3 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 5.0 | 4.7 | 3.2 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 3.4 | 6.8 | 4.1 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 6.0 | 4.8 | 3.1 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 5.5 | 4.8 | 5.5 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 8.1 | 4.0 | 4.4 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 3.0 | 4.8 | 6.0 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 5.9 | 5.0 | 5.1 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 8.8 | 3.5 | 5.8 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 5.0 | 5.0 | 4.9 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 8.1 | 4.2 | 0.5 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 3.5 | 6.8 | 6.5 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 5.4 | 4.7 | 2.9 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 36%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 4.6 | 4.9 | 5.8 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 6.2 | 3.6 | 0.5 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 6.2 | 6.0 | 5.8 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 2.2 | 4.3 | 5.9 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 4.3 | 4.2 | 3.9 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 7.0 | 3.8 | 6.0 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 2.5 | 5.9 | 6.4 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 2.7 | 5.1 | 5.8 | 4.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 3.4 | 5.8 | 6.8 | 4.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 4.0 | 4.2 | 6.5 | 4.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 3.7 | 4.4 | 4.1 | 4.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 2.1 | 4.1 | 6.3 | 4.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 10.0 | 8.0 | 9.8 | 9.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 10.0 | 9.0 | 9.2 | 9.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 10.0 | 8.8 | 8.2 | 9.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 10.0 | 9.1 | 9.5 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 10.0 | 8.4 | 9.1 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 10.0 | 8.5 | 8.9 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 10.0 | 9.4 | 9.3 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 10.0 | 10.0 | 7.9 | 9.6 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 10.0 | 8.2 | 7.5 | 9.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 10.0 | 7.5 | 8.6 | 9.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 10.0 | 9.0 | 9.1 | 9.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 10.0 | 9.5 | 9.4 | 9.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 10.0 | 9.2 | 6.8 | 9.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 10.0 | 10.0 | 9.3 | 9.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 10.0 | 9.8 | N/A | 9.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 87%, Growth: 0%, Valuation: 13%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 10.0 | 9.3 | 9.1 | 9.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 10.0 | 8.9 | 7.9 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 10.0 | 7.0 | 5.9 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 10.0 | 9.2 | 7.8 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 10.0 | 7.0 | 5.2 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 10.0 | 9.7 | 6.6 | 9.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 10.0 | 7.2 | 7.0 | 9.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 9.4 | 7.8 | 7.6 | 9.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 9.6 | 7.8 | 8.4 | 9.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 10.0 | 8.2 | 7.5 | 9.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 9.2 | 8.0 | 8.0 | 9.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 9.1 | 7.4 | 9.1 | 8.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 10.0 | 7.7 | 5.7 | 8.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 10.0 | 9.2 | 5.1 | 8.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 10.0 | 6.4 | 5.2 | 8.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 9.2 | 7.5 | 7.4 | 8.8 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.2 | 6.1 | 8.8 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 9.3 | 8.1 | 8.9 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 9.4 | 9.6 | 4.7 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.8 | 8.3 | 4.9 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 10.0 | 8.6 | 6.9 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 10.0 | 8.9 | 6.1 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.3 | 7.9 | 7.7 | 8.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.8 | 7.9 | 6.7 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 9.5 | 7.3 | 8.2 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 9.5 | 7.5 | 6.9 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 8.9 | 9.0 | 7.9 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 9.8 | 6.7 | 6.8 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 9.0 | 7.7 | 8.0 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 8.7 | 9.6 | 8.8 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 9.0 | 7.2 | 6.5 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 9.9 | 6.5 | 6.3 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.5 | 8.3 | 7.7 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 9.2 | 5.6 | 5.8 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 9.3 | 8.0 | 8.4 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 9.5 | 8.6 | 7.7 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 8.9 | 7.6 | 7.4 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 9.1 | 8.2 | 7.8 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.8 | 9.1 | 9.4 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 10.0 | 7.6 | 0.5 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 9.1 | 5.8 | 7.1 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 9.7 | 8.9 | 4.7 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 9.3 | 8.7 | 7.5 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 9.4 | 7.5 | 6.5 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 9.6 | 6.5 | 6.6 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 9.2 | 8.8 | 7.0 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.8 | 7.0 | 6.9 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.7 | 9.0 | 8.9 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.9 | 7.4 | 7.3 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 9.1 | 7.2 | 6.2 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 9.2 | 5.3 | 5.7 | 8.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 8.8 | 7.8 | 6.2 | 8.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 8.3 | 6.2 | N/A | 8.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 88%, Growth: 0%, Valuation: 12%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 8.9 | 7.0 | 8.8 | 8.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 8.5 | 7.6 | 8.7 | 8.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.9 | 8.7 | 7.1 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 8.7 | 7.8 | 8.2 | 8.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 8.4 | 7.4 | 7.2 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 9.4 | 9.0 | 7.4 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 9.2 | 8.3 | 4.5 | 8.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.9 | 8.1 | 7.6 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.5 | 6.1 | 8.1 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.9 | 8.0 | 7.0 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 8.6 | 6.3 | 4.5 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 8.4 | 7.0 | 4.9 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.7 | 6.1 | 8.5 | 8.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 8.4 | 6.5 | 8.2 | 8.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 9.2 | 6.9 | 6.0 | 8.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.6 | 7.0 | 7.0 | 8.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.4 | 5.3 | 6.0 | 7.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 8.4 | 7.0 | 8.3 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 8.6 | 8.1 | 6.3 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 8.4 | 5.5 | 5.8 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.3 | 6.5 | 6.0 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 8.3 | 7.8 | 7.2 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 8.6 | 6.8 | 7.0 | 7.8 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 8.7 | 6.8 | 5.7 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 8.3 | 8.0 | 7.3 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 8.6 | 7.0 | 4.8 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 8.9 | 7.8 | 5.9 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 6.9 | 7.7 | 7.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 7.8 | 6.5 | 6.1 | 7.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 8.4 | 6.5 | 7.5 | 7.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 8.2 | 8.9 | 8.0 | 7.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 8.0 | 7.8 | 8.1 | 7.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 8.2 | 8.9 | 8.9 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 8.2 | 8.5 | 6.2 | 7.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.5 | 7.2 | 5.3 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 8.4 | 6.3 | 7.2 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.2 | 7.2 | 6.9 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 8.8 | 5.8 | 5.0 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 8.1 | 6.0 | 7.0 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.9 | 7.7 | 7.7 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.9 | 7.0 | 7.1 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.2 | 7.7 | 6.9 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.2 | 6.8 | 6.5 | 7.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 8.8 | 5.7 | 0.5 | 7.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.8 | 7.9 | 7.9 | 7.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 7.4 | 8.6 | 7.0 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 8.3 | 5.7 | 5.7 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 7.5 | 7.2 | 8.3 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 8.4 | 6.4 | 4.9 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 8.0 | 7.5 | 3.8 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 8.6 | 6.3 | 5.9 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 7.8 | 6.5 | 6.9 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 7.8 | 5.5 | 3.8 | 7.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 8.0 | 6.2 | 5.4 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 8.1 | 7.8 | 6.5 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.1 | 7.2 | 5.4 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 8.2 | 6.6 | 7.2 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 7.5 | 4.6 | 4.6 | 7.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 7.9 | 5.8 | 6.1 | 7.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.1 | 10.0 | 7.6 | 7.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.9 | 5.2 | 4.9 | 7.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.5 | 9.0 | 7.7 | 7.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 7.3 | 6.9 | 5.9 | 7.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 7.5 | 6.5 | 7.8 | 7.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 7.6 | 6.4 | 6.7 | 7.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.7 | 6.5 | 5.9 | 7.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.8 | 8.8 | 8.2 | 7.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 8.0 | 4.7 | 4.3 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 7.8 | 7.8 | 6.8 | 7.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 7.2 | 6.4 | 8.4 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 7.7 | 6.8 | 8.4 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 6.8 | 5.9 | 6.6 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 7.6 | 5.5 | 6.0 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 7.8 | 5.2 | 4.6 | 7.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 7.2 | 6.8 | 7.9 | 7.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 7.9 | 5.3 | 5.0 | 7.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 7.2 | 7.8 | 7.8 | 7.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 7.1 | 5.2 | 5.2 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 7.9 | 6.2 | 4.7 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 7.1 | 6.3 | 5.5 | 7.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 6.7 | 7.8 | 8.5 | 7.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 7.0 | 7.0 | 7.3 | 6.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 7.5 | 4.8 | 5.8 | 6.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 7.2 | 5.7 | 6.5 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 7.3 | 5.3 | 5.7 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 7.1 | 6.8 | 7.9 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 7.1 | 4.2 | 6.3 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 7.1 | 6.4 | 5.4 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 7.1 | 7.7 | 7.7 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 6.9 | 7.8 | 8.4 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 7.4 | 5.3 | 5.5 | 6.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 6.7 | 7.9 | 6.8 | 6.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 7.4 | 5.4 | 3.8 | 6.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 7.2 | 7.4 | 6.4 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.5 | 5.8 | 5.1 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 7.0 | 6.0 | 6.3 | 6.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 6.8 | 7.8 | 8.2 | 6.6 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 7.6 | 5.8 | 3.1 | 6.6 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 7.3 | 6.8 | 6.5 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.4 | 7.0 | 7.3 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 7.2 | 5.8 | 5.6 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 6.7 | 6.2 | 6.8 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 6.7 | 7.6 | 8.0 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 6.9 | 6.3 | 6.9 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 6.8 | 5.4 | 6.9 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 7.0 | 7.8 | 7.0 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 7.4 | 5.3 | 3.5 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 7.2 | 5.0 | 6.1 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 6.6 | 7.2 | 6.1 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 7.2 | 7.0 | 7.5 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 7.1 | 6.7 | 5.5 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 6.9 | 6.9 | 6.3 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 6.5 | 6.5 | 8.3 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 7.4 | 5.7 | 3.8 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 6.4 | 6.2 | 6.4 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 7.1 | 6.3 | 4.3 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 8.1 | 5.7 | 0.5 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 6.5 | 6.3 | 8.2 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 7.2 | 5.0 | 4.4 | 6.4 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.1 | 5.8 | 4.9 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.6 | 6.1 | 0.5 | 6.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 6.6 | 4.5 | 3.9 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 7.0 | 5.0 | 4.2 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 7.1 | 5.7 | 3.8 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.8 | 5.2 | 7.7 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 6.0 | 7.0 | 5.7 | 6.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 5.8 | 5.3 | 9.2 | 6.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 6.8 | 3.8 | 6.0 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 6.3 | 5.3 | 6.5 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.7 | 4.7 | 3.3 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.9 | 4.7 | 4.5 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 6.2 | 5.3 | 6.8 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 6.8 | 6.2 | 4.0 | 6.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.5 | 5.5 | 5.5 | 6.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 6.4 | 7.8 | 6.4 | 6.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 6.1 | 6.5 | 5.5 | 6.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.6 | 7.5 | 7.1 | 6.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 5.8 | 5.7 | 6.5 | 6.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 6.1 | 5.8 | 6.9 | 5.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 6.2 | 6.8 | 6.3 | 5.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 5.4 | 8.0 | 7.3 | 5.9 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 5.7 | 5.7 | 6.3 | 5.8 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 5.0 | 7.2 | 9.4 | 5.8 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.3 | 5.4 | 2.5 | 5.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 6.9 | 5.3 | 0.5 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 6.4 | 5.2 | 3.1 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 5.8 | 6.5 | 5.8 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 6.1 | 5.5 | 3.9 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 5.6 | 5.2 | 6.3 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.8 | 5.4 | 5.8 | 5.6 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 5.2 | 5.8 | 6.2 | 5.5 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.0 | 6.5 | 7.1 | 5.3 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.5 | 5.5 | 3.9 | 5.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 5.0 | 7.0 | 6.3 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 5.0 | 7.0 | 6.2 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.5 | 6.3 | 4.1 | 5.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.2 | 7.8 | 5.0 | 5.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 4.4 | 6.9 | 6.9 | 5.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 5.4 | 6.8 | 4.1 | 5.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 5.3 | 5.3 | 5.8 | 5.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 4.7 | 4.7 | 6.3 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 5.3 | 5.2 | 2.8 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 4.7 | 5.3 | 6.8 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 4.6 | 4.5 | 6.5 | 4.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.7 | 7.1 | 6.5 | 4.8 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 4.5 | 5.5 | 6.2 | 4.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.3 | 5.9 | 6.0 | 4.7 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 3.8 | 5.9 | 6.2 | 4.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 4.8 | 4.7 | 2.9 | 4.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.3 | 6.4 | 5.8 | 4.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 4.3 | 4.7 | 3.2 | 4.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 4.6 | 6.0 | 4.6 | 4.2 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 3.8 | 6.1 | 5.2 | 4.1 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 3.8 | 5.7 | 3.6 | 4.0 |
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π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.9 | 6.2 | 3.4 | 4.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.5 | 6.3 | 6.4 | 4.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 3.0 | 5.0 | 5.9 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 2.9 | 5.7 | 6.0 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.9 | 4.7 | 4.5 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 2.2 | 5.8 | 6.0 | 3.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.2 | N/A | 9.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.9 | 10.0 | N/A | 9.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.5 | 8.0 | N/A | 9.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.9 | 7.5 | N/A | 9.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 10.0 | 9.3 | N/A | 9.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.0 | 7.7 | N/A | 9.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.2 | 8.7 | N/A | 9.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 9.3 | 7.5 | N/A | 9.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 10.0 | 8.5 | N/A | 9.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 10.0 | 7.7 | N/A | 9.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 10.0 | 8.7 | N/A | 9.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 9.2 | 8.9 | N/A | 8.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.0 | 9.0 | N/A | 8.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 10.0 | 9.1 | N/A | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.4 | 8.2 | N/A | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.7 | 8.0 | N/A | 8.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 10.0 | 9.4 | N/A | 8.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.9 | 9.6 | N/A | 8.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 10.0 | 8.6 | N/A | 8.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.5 | 7.6 | N/A | 8.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 7.4 | 7.0 | N/A | 8.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.9 | 7.5 | N/A | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.9 | 7.9 | N/A | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 10.0 | 8.1 | N/A | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.0 | 9.2 | N/A | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.6 | 6.7 | N/A | 8.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.7 | 6.3 | N/A | 8.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.3 | 8.8 | N/A | 8.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 8.9 | 7.7 | N/A | 8.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.8 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 10.0 | 10.0 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.5 | 7.5 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 10.0 | 7.6 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 10.0 | 9.2 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.6 | 8.1 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.5 | 5.0 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.4 | N/A | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.9 | 8.8 | N/A | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.8 | 8.6 | N/A | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.9 | 8.3 | N/A | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.4 | 7.7 | N/A | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 7.7 | 7.8 | N/A | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.0 | 8.0 | N/A | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.2 | 9.7 | N/A | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.5 | 7.4 | N/A | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.8 | 8.1 | N/A | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.9 | 10.0 | N/A | 7.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.5 | 9.1 | N/A | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.4 | N/A | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 7.8 | N/A | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.2 | 9.2 | N/A | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.0 | 8.8 | N/A | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.9 | 8.1 | N/A | 7.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 6.6 | 6.2 | N/A | 7.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.8 | 7.7 | N/A | 7.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.8 | 7.8 | N/A | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 10.0 | 9.1 | N/A | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 10.0 | 8.6 | N/A | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 9.3 | 8.1 | N/A | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 8.8 | 7.7 | N/A | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.6 | 7.3 | N/A | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.3 | 6.3 | N/A | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 8.9 | 9.6 | N/A | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 9.3 | 8.0 | N/A | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 5.3 | 7.2 | N/A | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 6.3 | 6.0 | N/A | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.9 | 7.9 | N/A | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.3 | 6.8 | N/A | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.8 | 7.2 | N/A | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 5.8 | 6.3 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 4.5 | 5.1 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 8.8 | 8.5 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 7.2 | 7.2 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 7.8 | 7.1 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 8.3 | 7.7 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 9.7 | 7.1 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 7.1 | 5.3 | N/A | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.5 | 7.5 | N/A | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 9.5 | 7.0 | N/A | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.7 | 8.4 | N/A | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 9.3 | 8.4 | N/A | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 5.4 | 7.7 | N/A | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 6.2 | 7.1 | N/A | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.1 | 8.8 | N/A | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 7.9 | 9.0 | N/A | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 5.0 | 6.1 | N/A | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 7.8 | 8.7 | N/A | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.8 | 5.3 | N/A | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.1 | 7.5 | N/A | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 4.0 | 6.7 | N/A | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 7.8 | 8.8 | N/A | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 5.9 | 6.1 | N/A | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.7 | 6.1 | N/A | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.3 | 7.0 | N/A | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 8.5 | 6.5 | N/A | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.6 | 7.3 | N/A | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 6.2 | 8.0 | N/A | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 5.0 | 5.9 | N/A | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 6.3 | 6.4 | N/A | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.7 | 5.5 | N/A | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 7.4 | 7.5 | N/A | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.6 | 8.6 | N/A | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.0 | 6.8 | N/A | 6.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 8.2 | 6.5 | N/A | 6.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 7.7 | 7.0 | N/A | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 6.3 | 7.7 | N/A | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.0 | 6.1 | N/A | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 6.4 | 7.8 | N/A | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 6.7 | 5.1 | N/A | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 2.5 | 6.2 | N/A | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 6.6 | 5.3 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 4.4 | 8.2 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 5.6 | 7.2 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 7.0 | 6.1 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.0 | 7.7 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 6.4 | 6.7 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 6.3 | 8.0 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 6.9 | 7.4 | N/A | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 6.0 | 8.4 | N/A | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 9.1 | N/A | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 2.5 | 5.4 | N/A | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 5.4 | 6.7 | N/A | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.0 | 6.3 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.0 | 5.8 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 3.4 | 5.0 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 7.0 | 7.3 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 6.8 | 7.7 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.8 | 8.7 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 6.6 | 7.7 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 7.8 | 7.0 | N/A | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 6.6 | 7.5 | N/A | 5.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 5.4 | 6.2 | N/A | 5.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 7.7 | 8.7 | N/A | 5.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 4.8 | 5.6 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.1 | 6.6 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 2.6 | 6.9 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 6.2 | 6.1 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 6.9 | 6.8 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.4 | 6.1 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.3 | 6.1 | N/A | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 3.8 | 6.5 | N/A | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.5 | 6.7 | N/A | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 6.7 | 7.5 | N/A | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.0 | 6.6 | N/A | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 4.6 | 7.0 | N/A | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 6.4 | 7.3 | N/A | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 4.0 | 5.2 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 52%, Historical: 0% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 6.7 | 8.4 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 4.0 | 6.9 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 5.9 | 7.5 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 6.3 | 8.4 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.9 | 5.8 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 5.1 | 5.8 | N/A | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 52%, Historical: 0% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 2.4 | 5.2 | N/A | 4.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 5.0 | 5.8 | N/A | 4.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 4.4 | 4.0 | N/A | 4.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 4.8 | 7.3 | N/A | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 5.2 | 8.3 | N/A | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 4.8 | 5.9 | N/A | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.0 | 5.3 | N/A | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 5.6 | 6.0 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 5.1 | 6.8 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 2.7 | 5.6 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 2.8 | 7.2 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 4.5 | 7.2 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 3.5 | 6.0 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 1.4 | 6.6 | N/A | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 5.2 | 6.5 | N/A | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 6.5 | 7.7 | N/A | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 2.4 | 7.1 | N/A | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 4.3 | 6.2 | N/A | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.0 | 5.1 | N/A | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.0 | 8.0 | N/A | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 3.7 | 5.6 | N/A | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.0 | 4.9 | N/A | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 4.4 | 6.5 | N/A | 4.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 3.9 | 5.7 | N/A | 4.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 4.8 | 5.3 | N/A | 4.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 52%, Historical: 0% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 2.8 | 6.6 | N/A | 4.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 3.7 | 5.8 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 1.1 | 4.1 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.5 | 7.2 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 4.1 | 7.2 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 1.0 | 4.5 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 4.2 | 6.3 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.1 | 5.5 | N/A | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 5.8 | 6.3 | N/A | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 4.2 | 5.2 | N/A | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 3.9 | 6.2 | N/A | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 2.9 | 5.8 | N/A | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 3.4 | 4.9 | N/A | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 3.6 | 5.6 | N/A | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 2.7 | 6.2 | N/A | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 3.4 | 7.3 | N/A | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 5.0 | 7.3 | N/A | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 4.5 | 6.2 | N/A | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 1.4 | 6.7 | N/A | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 3.1 | 7.2 | N/A | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 3.1 | 5.0 | N/A | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 3.4 | 5.1 | N/A | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 4.5 | 3.7 | N/A | 3.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 4.5 | 7.1 | N/A | 3.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 3.1 | 4.9 | N/A | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 3.5 | 5.8 | N/A | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 2.4 | 5.1 | N/A | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 52%, Historical: 0% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 1.6 | 5.5 | N/A | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 3.5 | 4.4 | N/A | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 2.8 | 4.8 | N/A | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 3.4 | 4.9 | N/A | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 2.6 | 5.2 | N/A | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 3.5 | 5.4 | N/A | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 3.3 | 4.7 | N/A | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 4.2 | 6.2 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 1.8 | 5.5 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 2.4 | 5.4 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 3.1 | 7.0 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 1.0 | 5.4 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 1.7 | 5.2 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 3.0 | 7.0 | N/A | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.0 | 6.3 | N/A | 3.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 2.3 | 4.5 | N/A | 3.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 52%, Historical: 0% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.0 | 5.4 | N/A | 3.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 1.5 | 5.2 | N/A | 3.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 2.9 | 5.5 | N/A | 3.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 1.4 | 4.5 | N/A | 3.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 1.0 | 5.2 | N/A | 3.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 2.4 | 7.2 | N/A | 3.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 2.5 | 6.2 | N/A | 3.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 1.8 | 6.3 | N/A | 3.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 1.6 | 6.5 | N/A | 3.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 1.7 | 5.5 | N/A | 3.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 1.7 | 5.0 | N/A | 3.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 1.8 | 6.2 | N/A | 2.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 1.8 | 6.4 | N/A | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 1.7 | 5.1 | N/A | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 1.6 | 5.5 | N/A | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 2.0 | 6.2 | N/A | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 1.4 | 7.1 | N/A | 2.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 1.8 | 5.2 | N/A | 2.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 1.4 | 5.3 | N/A | 2.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 1.4 | 5.9 | N/A | 2.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 1.1 | 6.2 | N/A | 2.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 1.0 | 7.1 | N/A | 2.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 2.0 | 6.5 | N/A | 2.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 1.8 | 6.6 | N/A | 1.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 1.6 | 5.0 | N/A | 1.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 1.6 | 6.5 | N/A | 1.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 1.0 | 5.2 | N/A | 1.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 9.6 | 9.2 | 9.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.9 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.8 | 9.7 | 9.3 | 9.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.8 | 9.3 | 9.1 | 9.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 9.9 | 10.0 | 9.3 | 9.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.9 | 8.2 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.5 | 9.6 | 9.5 | 9.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 9.6 | 9.2 | 8.9 | 9.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 9.1 | 9.8 | 9.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.7 | 7.8 | 9.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.5 | 8.8 | 8.6 | 9.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.4 | 9.6 | 9.4 | 9.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.8 | 9.4 | 9.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.3 | 9.3 | 6.8 | 8.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.7 | 6.1 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.9 | 6.6 | 8.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.2 | 8.4 | 7.5 | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.3 | 9.6 | N/A | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 75%, Growth: 14%, Valuation: 11%, Historical: 0% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.9 | 8.9 | 5.1 | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.2 | 9.2 | 7.9 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.6 | 7.8 | 5.9 | 8.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.8 | 9.3 | 9.1 | 8.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.4 | 7.9 | 8.2 | 8.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.5 | 9.2 | 7.7 | 8.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.3 | 9.4 | 7.1 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.4 | 8.4 | 7.3 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.2 | 8.9 | 7.7 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 9.0 | 8.8 | 7.4 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.6 | 7.5 | 5.2 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.9 | 8.5 | 7.4 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 7.5 | 6.9 | 8.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.5 | 9.2 | 4.9 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.7 | 9.5 | 6.1 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.9 | 7.5 | 5.2 | 8.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.5 | 8.5 | 9.1 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 8.7 | 8.4 | 8.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.4 | 8.2 | 5.7 | 8.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.3 | 9.1 | 9.1 | 8.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.4 | 8.6 | 7.0 | 8.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.2 | 7.6 | 6.9 | 8.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.2 | 8.8 | 5.3 | 8.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 8.9 | 7.9 | 7.5 | 8.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 8.7 | 8.0 | 8.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.7 | 8.8 | 6.9 | 8.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 8.6 | 6.7 | 8.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.1 | 9.0 | 8.9 | 8.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.6 | 9.2 | 7.6 | 8.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.2 | 7.7 | 7.6 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.8 | 10.0 | 7.6 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.6 | 9.2 | 8.8 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 8.6 | 8.0 | 7.0 | 7.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.5 | 7.3 | 8.5 | 7.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.2 | 9.1 | 7.9 | 7.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.2 | 8.8 | 0.5 | 7.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.4 | 8.9 | 6.9 | 7.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 7.8 | 7.7 | 7.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.5 | 9.3 | 7.4 | 7.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.3 | 8.8 | 7.0 | 7.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.1 | 8.1 | 6.0 | 7.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.4 | 7.2 | 8.2 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.4 | 8.9 | 4.5 | 7.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.3 | 9.0 | 7.9 | 7.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.4 | 8.0 | 8.0 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.5 | 7.7 | 5.4 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.4 | 7.3 | 6.8 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.1 | 7.8 | 7.0 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 7.8 | 7.5 | 7.3 | 7.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.5 | 7.8 | 6.9 | 7.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.0 | 6.7 | 8.1 | 7.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.4 | 8.2 | 7.2 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.5 | 6.9 | 6.3 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.4 | 6.4 | 5.7 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.6 | 9.2 | 4.7 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.2 | 7.3 | 5.9 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.1 | 6.4 | 6.0 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.7 | 7.7 | 8.4 | 7.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 8.0 | 6.6 | 4.5 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.1 | 8.9 | 4.7 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 7.2 | 7.5 | 9.4 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 7.3 | 7.8 | 8.9 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.2 | 6.8 | 6.6 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.3 | 8.3 | 7.8 | 7.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.0 | 7.1 | 6.5 | 7.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.7 | 7.5 | 7.7 | 7.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 7.9 | 7.3 | 4.8 | 7.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.6 | 6.9 | 8.2 | 7.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.2 | 9.2 | 8.9 | 7.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.2 | 7.8 | 7.7 | 7.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 7.5 | 6.0 | 7.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.1 | 8.9 | 7.7 | 7.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.3 | 8.0 | 7.5 | 7.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.3 | 6.5 | 8.8 | 7.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.4 | 8.1 | 8.2 | 7.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.6 | 6.7 | 6.5 | 7.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.9 | 7.6 | 7.1 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 6.9 | 7.6 | 7.2 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.1 | 6.0 | 7.1 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 6.9 | 8.6 | 7.0 | 6.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 6.8 | 8.4 | 6.2 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.1 | 6.2 | 5.8 | 6.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.0 | 8.4 | 6.5 | 6.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 6.5 | 8.3 | 7.8 | 6.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 6.6 | 6.2 | 6.5 | 6.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.7 | 6.8 | 4.9 | 6.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.3 | 6.8 | 5.7 | 6.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.9 | 7.2 | 7.0 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.4 | 6.9 | 6.2 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 6.9 | 7.0 | 5.5 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.5 | 5.2 | 4.9 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.3 | 6.8 | 5.1 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.2 | 7.8 | 8.0 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.0 | 7.1 | 5.9 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.0 | 6.0 | 8.7 | 6.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.5 | 5.9 | 5.8 | 6.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.2 | 6.7 | 5.9 | 6.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.5 | 5.7 | 4.6 | 6.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.5 | 6.2 | 6.7 | 6.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 6.9 | 6.5 | 4.9 | 6.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.8 | 6.4 | 6.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 6.7 | 6.2 | 5.7 | 6.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.5 | 8.2 | 7.1 | 6.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 6.0 | 6.0 | N/A | 6.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 74%, Growth: 16%, Valuation: 10%, Historical: 0% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 6.1 | 7.0 | 6.2 | 6.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.7 | 6.2 | 5.5 | 6.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 7.0 | 5.5 | 4.3 | 6.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 6.8 | 6.2 | 5.9 | 6.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 5.8 | 6.5 | 7.3 | 6.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 5.9 | 6.8 | 7.3 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.2 | 6.0 | 0.5 | 6.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.0 | 6.2 | 6.5 | 6.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 5.7 | 6.0 | 6.6 | 6.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 5.7 | 7.0 | 5.5 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 4.9 | 8.8 | 7.3 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 5.8 | 5.8 | 8.3 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.8 | 5.7 | 4.9 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.1 | 5.9 | 7.2 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.7 | 5.7 | 5.0 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.1 | 6.1 | 6.3 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.5 | 7.4 | 4.1 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.6 | 5.8 | 3.3 | 6.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.5 | 6.2 | 4.7 | 5.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.1 | 7.2 | 5.5 | 5.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.9 | 5.4 | 7.5 | 5.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.2 | 5.7 | 7.7 | 5.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.1 | 7.0 | 4.3 | 5.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 5.4 | 5.4 | 8.2 | 5.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 5.0 | 8.0 | 6.9 | 5.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 6.0 | 8.0 | 4.1 | 5.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.7 | 6.3 | 0.5 | 5.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 5.0 | 6.0 | 8.1 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 5.6 | 5.7 | 5.7 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 5.1 | 6.0 | 8.4 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.2 | 5.5 | 4.5 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.7 | 6.2 | 6.8 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.4 | 8.8 | 5.0 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.5 | 5.7 | 6.3 | 5.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.5 | 6.0 | 8.5 | 5.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 5.3 | 5.2 | 7.0 | 5.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 5.5 | 5.7 | 7.2 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.0 | 6.0 | 2.5 | 5.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.0 | 6.2 | 3.1 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 4.7 | 5.7 | 8.3 | 5.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.3 | 4.5 | 6.3 | 5.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 4.6 | 5.3 | 6.1 | 5.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.6 | 6.2 | 0.5 | 5.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.3 | 6.0 | 5.8 | 5.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 4.7 | 6.3 | 6.2 | 5.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 5.2 | 5.1 | 6.1 | 5.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 5.1 | 5.2 | 5.4 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 4.5 | 6.2 | 8.0 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 4.9 | 6.3 | 6.3 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 4.8 | 5.3 | 6.9 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.4 | 7.6 | 6.3 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 4.5 | 5.3 | 8.4 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 4.8 | 4.8 | 5.2 | 5.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.4 | 4.9 | 5.0 | 5.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.3 | 4.8 | 9.2 | 5.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 5.1 | 5.3 | 6.1 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.8 | 5.5 | 6.9 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 4.8 | 5.2 | 6.3 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 4.9 | 5.6 | 6.3 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.7 | 7.2 | 5.8 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.8 | 7.7 | 6.5 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 4.2 | 6.2 | 6.8 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.9 | 3.9 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.6 | 5.1 | 6.9 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 5.3 | 5.7 | 3.8 | 5.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 4.4 | 6.2 | 7.7 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 6.0 | 5.8 | 0.5 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 4.6 | 6.0 | 3.8 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.4 | 7.2 | 6.0 | 5.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 4.6 | 5.0 | 3.8 | 5.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.0 | 4.6 | 5.8 | 5.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.2 | 6.0 | 8.2 | 5.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 5.1 | 4.8 | 4.6 | 4.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 4.8 | 5.2 | 3.8 | 4.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.0 | 4.1 | 6.0 | 4.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 4.2 | 6.0 | 5.4 | 4.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 4.2 | 5.4 | 7.8 | 4.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.7 | 5.1 | 5.6 | 4.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.0 | 4.7 | 4.4 | 4.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.0 | 5.3 | 8.3 | 4.8 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.0 | 5.7 | 3.1 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.0 | 5.2 | 3.8 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 4.4 | 5.0 | 6.0 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.2 | 5.5 | 8.4 | 4.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 3.9 | 5.5 | 7.9 | 4.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 3.9 | 5.5 | 7.9 | 4.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 4.3 | 5.9 | 6.8 | 4.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 3.9 | 5.2 | 6.8 | 4.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.7 | 6.2 | 3.4 | 4.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 4.7 | 4.7 | 4.2 | 4.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.0 | 4.9 | 6.8 | 4.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 3.8 | 5.3 | 7.1 | 4.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 4.7 | 4.9 | 3.5 | 4.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 3.7 | 5.2 | 6.4 | 4.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.3 | 4.9 | 5.5 | 4.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.2 | 5.6 | 5.7 | 4.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 3.4 | 5.8 | 6.1 | 4.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 3.6 | 6.0 | 7.0 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.0 | 4.6 | 3.9 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 4.0 | 5.5 | 6.5 | 4.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.8 | 5.6 | 7.5 | 4.4 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 3.5 | 4.9 | 6.3 | 4.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 3.7 | 4.8 | 6.3 | 4.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 3.6 | 4.8 | 6.5 | 4.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.3 | 6.4 | 6.2 | 4.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.4 | 5.2 | 6.9 | 4.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 3.6 | 4.5 | 6.5 | 4.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 3.2 | 5.0 | 6.5 | 4.2 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 2.5 | 5.2 | 6.2 | 4.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 3.6 | 5.3 | 4.0 | 3.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.0 | 6.1 | 6.4 | 3.9 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.0 | 4.8 | 6.2 | 3.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 3.0 | 6.0 | 6.4 | 3.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 3.4 | 5.0 | 3.9 | 3.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 3.5 | 4.8 | 2.8 | 3.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.9 | 5.4 | 5.8 | 3.7 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 2.3 | 5.5 | 5.9 | 3.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.6 | 6.0 | 5.2 | 3.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.2 | 4.8 | 5.8 | 3.6 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 3.3 | 4.5 | 2.9 | 3.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.4 | 4.5 | 4.5 | 3.5 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.1 | 6.2 | 6.0 | 3.3 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 2.5 | 4.5 | 3.2 | 3.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.4 | 5.2 | 6.0 | 3.1 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.4 | 5.0 | 4.6 | 3.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.0 | 5.0 | 3.6 | 3.0 |
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π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ODD $37.20 Consumer Defensive |
20.8 Fwd: 16.7 |
1.14 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.3% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.9 | 9.9 | 10.0 | N/A | 8.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.76 | P/B: 5.91 | EV/EBITDA: 10.6 P/FCF: 16.0 | EV/Sales: 1.89 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.3% P/FCF: 16.0 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.21 | RSI: 22.9 | Short Float: 11.8% Insider Own: 36.4% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| EXEL $42.42 Healthcare |
17.9 Fwd: 13.1 |
0.53 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.9% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.7 | 8.7 | N/A | 8.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.97 | P/B: 5.26 | EV/EBITDA: 12.4 P/FCF: 14.6 | EV/Sales: 4.62 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.9% P/FCF: 14.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.1 | Short Float: 7.6% Insider Own: 3.3% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CPRX $22.56 Healthcare |
13.2 Fwd: 12.6 |
1.12 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.5% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.8 | 9.5 | 9.3 | N/A | 8.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.80 | P/B: 3.02 | EV/EBITDA: 7.0 P/FCF: 11.8 | EV/Sales: 3.61 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.5% P/FCF: 11.8 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 60.5 | Short Float: 7.1% Insider Own: 8.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ADBE $325.07 Technology |
20.2 Fwd: 13.9 |
1.58 | 0.56 1.0 |
52.9% 30.0% |
$22.92 7.1% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 8.9 | N/A | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.87 | P/B: 11.60 | EV/EBITDA: 14.6 P/FCF: 14.2 | EV/Sales: 5.90 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.92 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 37.2 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 83.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| TSM $282.01 Technology |
28.9 Fwd: 22.6 |
0.96 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.3 | 8.2 | N/A | 8.4 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.64 | P/B: 8.92 | EV/EBITDA: 17.7 P/FCF: 47.9 | EV/Sales: 12.16 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 43.4 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DUOL $178.27 Technology |
22.7 Fwd: 40.8 |
0.55 | 0.07 2.8 |
36.2% 40.0% |
$7.69 4.3% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.3 | 8.6 | N/A | 8.4 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.53 | P/B: 6.29 | EV/EBITDA: 57.3 P/FCF: 23.2 | EV/Sales: 7.47 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.69 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 20.4 | Short Float: 11.7% Insider Own: 15.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DECK $80.72 Consumer Cyclical |
12.0 Fwd: 11.8 |
1.70 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.3% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.5 | 9.4 | N/A | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.25 | P/B: 4.78 | EV/EBITDA: 8.2 P/FCF: 12.0 | EV/Sales: 2.04 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.3% P/FCF: 12.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 36.6 | Short Float: 3.3% Insider Own: 1.8% | Inst Own: 97.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ABNB $117.60 Consumer Cyclical |
27.8 Fwd: 22.8 |
1.82 | 0.26 1.4 |
30.8% 21.9% |
$7.37 6.3% |
18.2% | N/A | EPS: +47.2% | Sales: +10.6% | 7.3 | 9.8 | 9.2 | N/A | 8.3 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.04 | P/B: 8.30 | EV/EBITDA: 22.2 P/FCF: 15.9 | EV/Sales: 5.25 πͺ Quality MetricsROA: 11.6% | ROIC: 29.8% | Gross Margin: 72.3% Quick Ratio: 1.39 | Cash/sh: $19.04 π° Free Cash Flow AnalysisFCF per Share: $7.37 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $4.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +47.2% | Q/Q +3.8% Sales Growth: TTM +10.6% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 34.7 | Short Float: 4.3% Insider Own: 31.3% | Inst Own: 57.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CARG $34.97 Consumer Cyclical |
23.7 Fwd: 13.7 |
1.14 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.5% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 9.1 | 9.6 | 7.2 | N/A | 8.3 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.60 | P/B: 8.95 | EV/EBITDA: 12.5 P/FCF: 13.3 | EV/Sales: 3.62 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 49.0 | Short Float: 4.8% Insider Own: 18.4% | Inst Own: 90.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| LRN $62.74 Consumer Defensive |
9.7 Fwd: 8.0 |
0.76 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.7% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.3 | 9.4 | N/A | 8.3 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.11 | P/B: 1.80 | EV/EBITDA: 4.7 P/FCF: 7.3 | EV/Sales: 1.06 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 18.3 | Short Float: 12.6% Insider Own: 3.0% | Inst Own: 109.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| NVDA $186.60 Technology |
53.1 Fwd: 27.5 |
1.28 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.6 | 9.5 | 8.9 | N/A | 8.2 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 27.44 | P/B: 45.37 | EV/EBITDA: 45.7 P/FCF: 63.0 | EV/Sales: 27.17 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.0 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 46.4 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PINS $25.52 Communication Services |
8.8 Fwd: 13.0 |
0.44 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.5 | 7.7 | N/A | 8.2 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.25 | P/B: 3.59 | EV/EBITDA: 48.4 P/FCF: 15.4 | EV/Sales: 3.64 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 29.1 | Short Float: 3.6% Insider Own: 12.6% | Inst Own: 86.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| ASML $1020.00 Technology |
38.2 Fwd: 33.6 |
1.69 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.7 | 8.6 | N/A | 8.2 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.13 | P/B: 17.72 | EV/EBITDA: 29.1 P/FCF: 40.5 | EV/Sales: 11.05 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 50.8 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| APPF $238.28 Technology |
42.8 Fwd: 37.4 |
1.86 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.5% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.7 | 9.6 | N/A | 8.2 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.44 | P/B: 17.16 | EV/EBITDA: 53.4 P/FCF: 40.4 | EV/Sales: 9.27 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 40.9 | Short Float: 5.5% Insider Own: 38.8% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PAYC $164.09 Technology |
20.4 Fwd: 16.3 |
1.89 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.3% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.4 | 8.4 | N/A | 8.1 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.61 | P/B: 5.31 | EV/EBITDA: 11.0 P/FCF: 23.4 | EV/Sales: 4.47 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 27.9 | Short Float: 5.7% Insider Own: 11.3% | Inst Own: 90.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| GOOGL $285.02 Communication Services |
28.1 Fwd: 25.6 |
1.69 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.1% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.6 | 8.0 | N/A | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.93 | P/B: 8.90 | EV/EBITDA: 23.0 P/FCF: 46.8 | EV/Sales: 8.78 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.1% P/FCF: 46.8 | Total FCF: $73.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 61.7 | Short Float: 1.2% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| PGR $225.35 Financial |
12.3 Fwd: 13.8 |
2.34 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.9% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.5 | 9.4 | N/A | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.55 | P/B: 3.73 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.9% P/FCF: 7.8 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 55.8 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| QFIN $22.21 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.7 | 7.7 | N/A | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.10 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 8.0% | Inst Own: 65.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| MEDP $585.76 Healthcare |
41.0 Fwd: 35.2 |
2.95 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 5.2 | 9.8 | 10.0 | N/A | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.00 | P/B: 56.05 | EV/EBITDA: 30.6 P/FCF: 24.4 | EV/Sales: 6.94 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.4 | Short Float: 5.8% Insider Own: 20.6% | Inst Own: 87.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| NSSC $40.22 Industrials |
32.8 Fwd: 26.2 |
1.96 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.6% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.4 | 9.0 | N/A | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.68 | P/B: 8.14 | EV/EBITDA: 26.5 P/FCF: 27.9 | EV/Sales: 7.14 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.6% P/FCF: 27.9 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.3 | Short Float: 7.4% Insider Own: 4.5% | Inst Own: 90.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| ANET $127.26 Technology |
48.4 Fwd: 37.9 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.7 | N/A | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 18.97 | P/B: 13.46 | EV/EBITDA: 40.7 P/FCF: 39.6 | EV/Sales: 17.77 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.6 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 32.3 | Short Float: 1.2% Insider Own: 17.4% | Inst Own: 69.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| QLYS $139.46 Technology |
27.0 Fwd: 18.8 |
3.10 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.4% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.1 | N/A | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.66 | P/B: 9.46 | EV/EBITDA: 20.3 P/FCF: 18.4 | EV/Sales: 7.10 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 53.1 | Short Float: 8.8% Insider Own: 1.4% | Inst Own: 99.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LRCX $147.46 Technology |
32.5 Fwd: 26.4 |
2.21 | 0.44 2.2 |
62.3% 29.7% |
$4.42 3.0% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.3 | 8.5 | N/A | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.45 | P/B: 18.22 | EV/EBITDA: 26.7 P/FCF: 33.4 | EV/Sales: 9.34 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 46.6 | Short Float: 2.7% Insider Own: 0.5% | Inst Own: 84.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PYPL $61.89 Financial |
12.4 Fwd: 10.6 |
1.00 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.6% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 8.1 | 8.0 | N/A | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.76 | P/B: 2.88 | EV/EBITDA: 8.1 P/FCF: 10.4 | EV/Sales: 1.80 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.6% P/FCF: 10.4 | Total FCF: $5.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 34.8 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 78.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| RMD $244.71 Healthcare |
25.0 Fwd: 20.2 |
2.20 | 0.14 2.9 |
25.4% 27.4% |
$12.11 5.0% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.2 | 8.8 | N/A | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.79 | P/B: 5.83 | EV/EBITDA: 17.6 P/FCF: 20.2 | EV/Sales: 6.69 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 31.6 | Short Float: 6.7% Insider Own: 0.6% | Inst Own: 65.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DT $45.15 Technology |
27.1 Fwd: 24.5 |
1.77 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.5% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.5 | 8.0 | N/A | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.35 | P/B: 4.90 | EV/EBITDA: 48.0 P/FCF: 28.6 | EV/Sales: 6.69 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 35.4 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 97.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MPWR $897.01 Technology |
22.9 Fwd: 43.2 |
1.14 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.6 | 8.6 | 8.1 | N/A | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 16.15 | P/B: 12.04 | EV/EBITDA: 56.4 P/FCF: 60.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 60.9 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 37.7 | Short Float: 3.7% Insider Own: 4.8% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BKNG $4804.01 Consumer Cyclical |
31.2 Fwd: 18.1 |
1.77 | N/A 1.3 |
N/A 19.4% |
$258.00 5.4% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.2 | N/A | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.95 | P/B: N/A | EV/EBITDA: 15.6 P/FCF: 18.6 | EV/Sales: 5.99 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $258.00 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 35.8 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| LULU $164.16 Consumer Cyclical |
11.2 Fwd: 13.0 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.45 5.8% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.9 | 8.5 | N/A | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.86 | P/B: 4.45 | EV/EBITDA: 7.0 P/FCF: 17.4 | EV/Sales: 1.92 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.45 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 42.2 | Short Float: 7.1% Insider Own: 13.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DXCM $58.49 Healthcare |
32.5 Fwd: 23.6 |
1.50 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.7% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.8 | 9.4 | N/A | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.05 | P/B: 8.37 | EV/EBITDA: 21.6 P/FCF: 21.5 | EV/Sales: 4.89 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.7% P/FCF: 21.5 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 38.8 | Short Float: 2.9% Insider Own: 1.4% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| HALO $70.56 Healthcare |
14.8 Fwd: 8.7 |
0.47 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.3% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 7.5 | 8.8 | N/A | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.68 | P/B: 16.46 | EV/EBITDA: 11.1 P/FCF: 13.8 | EV/Sales: 7.33 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.3% P/FCF: 13.8 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 60.3 | Short Float: 9.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| EXLS $38.77 Technology |
26.3 Fwd: 17.7 |
1.74 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.7% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.9 | 8.8 | N/A | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.04 | P/B: 6.47 | EV/EBITDA: 16.6 P/FCF: 21.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 38.3 | Short Float: 4.1% Insider Own: 3.9% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DOCS $47.07 Healthcare |
37.5 Fwd: 27.4 |
3.47 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.5% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.6 | 9.4 | 9.7 | N/A | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.26 | P/B: 8.08 | EV/EBITDA: 30.4 P/FCF: 28.4 | EV/Sales: 12.87 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.5% P/FCF: 28.4 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 15.4 | Short Float: 3.1% Insider Own: 29.3% | Inst Own: 66.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ACAD $24.01 Healthcare |
15.4 Fwd: 32.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.9% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.4 | 8.1 | N/A | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.88 | P/B: 4.43 | EV/EBITDA: 30.1 P/FCF: 20.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.9% P/FCF: 20.5 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 61.1 | Short Float: 5.1% Insider Own: 0.8% | Inst Own: 100.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MLI $104.81 Industrials |
15.7 Fwd: 13.6 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.8% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.6 | 8.4 | N/A | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.81 | P/B: 3.79 | EV/EBITDA: 10.9 P/FCF: 17.2 | EV/Sales: 2.51 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 50.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MANH $170.94 Technology |
48.5 Fwd: 31.5 |
5.47 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.2% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.1 | N/A | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.66 | P/B: 33.31 | EV/EBITDA: 35.7 P/FCF: 30.9 | EV/Sales: 9.45 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 31.0 | Short Float: 3.2% Insider Own: 1.4% | Inst Own: 102.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| GILD $124.09 Healthcare |
19.2 Fwd: 14.3 |
0.73 | 1.16 1.4 |
40.5% 27.9% |
$7.39 6.0% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.8% | 9.5 | 7.8 | 6.3 | N/A | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.30 | P/B: 7.16 | EV/EBITDA: 12.0 P/FCF: 16.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 14.3% | ROIC: 18.6% | Gross Margin: 78.7% Quick Ratio: 1.31 | Cash/sh: $7.40 π° Free Cash Flow AnalysisFCF per Share: $7.39 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $9.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +142.2% Sales Growth: TTM +2.8% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 59.3 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CHKP $192.10 Technology |
21.1 Fwd: 18.2 |
2.54 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.7% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.8 | 9.9 | 6.4 | N/A | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.76 | P/B: 6.76 | EV/EBITDA: 20.3 P/FCF: 17.6 | EV/Sales: 7.21 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 42.7 | Short Float: 4.4% Insider Own: 23.0% | Inst Own: 68.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| NFLX $110.29 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$2.12 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 8.0 | N/A | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.79 | P/B: 18.01 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 41.5 | Short Float: 1.6% Insider Own: 0.6% | Inst Own: 82.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| V $325.75 Financial |
32.2 Fwd: 22.6 |
2.60 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.5% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.6 | 9.0 | N/A | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.59 | P/B: 16.81 | EV/EBITDA: 22.3 P/FCF: 28.9 | EV/Sales: 15.68 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 32.4 | Short Float: 1.4% Insider Own: 12.0% | Inst Own: 79.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| MSFT $507.49 Technology |
36.1 Fwd: 27.1 |
2.02 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.6 | N/A | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.84 | P/B: 10.39 | EV/EBITDA: 21.6 P/FCF: 48.4 | EV/Sales: 12.90 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 48.4 | Total FCF: $78.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 45.5 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| META $602.01 Communication Services |
26.6 Fwd: 20.2 |
2.24 | 0.26 2.0 |
32.6% 30.9% |
$17.79 3.0% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.8 | 8.2 | N/A | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.01 | P/B: 7.82 | EV/EBITDA: 15.3 P/FCF: 33.8 | EV/Sales: 8.04 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $44.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 25.5 | Short Float: 1.3% Insider Own: 13.8% | Inst Own: 67.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| SCHW $91.91 Financial |
21.6 Fwd: 16.4 |
0.82 | 0.56 1.2 |
17.1% 28.6% |
$11.56 12.6% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.6 | 6.8 | N/A | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.01 | P/B: 3.85 | EV/EBITDA: 10.2 P/FCF: 8.0 | EV/Sales: 5.19 πͺ Quality MetricsROA: 1.8% | ROIC: 11.0% | Gross Margin: 81.6% Quick Ratio: 1.19 | Cash/sh: $31.89 π° Free Cash Flow AnalysisFCF per Share: $11.56 | FCF Yield: 12.6% P/FCF: 8.0 | Total FCF: $20.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.5% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 39.9 | Short Float: 0.9% Insider Own: 5.7% | Inst Own: 84.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| PCTY $145.32 Technology |
36.4 Fwd: 17.8 |
3.65 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.9 | 9.1 | N/A | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.82 | P/B: 7.16 | EV/EBITDA: 18.2 P/FCF: 19.8 | EV/Sales: 4.80 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 44.7 | Short Float: 3.1% Insider Own: 20.1% | Inst Own: 77.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| APP $539.27 Communication Services |
68.0 Fwd: 37.0 |
1.10 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.8% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 7.2 | 7.0 | 10.0 | N/A | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 33.01 | P/B: 123.86 | EV/EBITDA: 48.1 P/FCF: 54.3 | EV/Sales: 33.35 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 37.1 | Short Float: 7.2% Insider Own: 33.9% | Inst Own: 73.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| BMRN $54.46 Healthcare |
20.4 Fwd: 12.0 |
0.62 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.0% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.9 | 6.7 | N/A | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.39 | P/B: 1.73 | EV/EBITDA: 10.2 P/FCF: 12.6 | EV/Sales: 3.11 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.0% P/FCF: 12.6 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 53.9 | Short Float: 5.2% Insider Own: 1.5% | Inst Own: 96.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| APH $132.33 Technology |
44.1 Fwd: 33.0 |
1.32 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.2% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.9 | 7.7 | 7.3 | N/A | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.72 | P/B: 12.93 | EV/EBITDA: 27.8 P/FCF: 45.5 | EV/Sales: 7.93 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.2% P/FCF: 45.5 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 47.0 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| FTNT $81.94 Technology |
33.7 Fwd: 28.0 |
3.04 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.3% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.7 | 9.2 | N/A | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.30 | P/B: 82.81 | EV/EBITDA: 27.1 P/FCF: 30.0 | EV/Sales: 8.97 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 44.8 | Short Float: 3.4% Insider Own: 16.9% | Inst Own: 68.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CB $295.58 Financial |
12.3 Fwd: 11.2 |
1.48 | 0.31 0.4 |
14.1% 16.5% |
$37.32 12.6% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.5 | 7.6 | N/A | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.98 | P/B: 1.62 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.32 | FCF Yield: 12.6% P/FCF: 7.9 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 68.1 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| KLAC $1133.70 Technology |
35.6 Fwd: 27.1 |
3.22 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.6% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.8 | 8.9 | N/A | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.90 | P/B: 29.91 | EV/EBITDA: 26.1 P/FCF: 38.5 | EV/Sales: 12.01 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 46.3 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MNST $71.84 Consumer Defensive |
40.9 Fwd: 32.3 |
2.69 | 0.00 3.2 |
25.5% 21.6% |
$2.03 2.8% |
12.3% | 8.0% | EPS: +12.8% | Sales: +7.6% | 4.5 | 9.2 | 8.4 | N/A | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.80 | P/B: 9.06 | EV/EBITDA: 27.1 P/FCF: 35.4 | EV/Sales: 8.48 πͺ Quality MetricsROA: 19.6% | ROIC: 22.3% | Gross Margin: 55.8% Quick Ratio: 2.74 | Cash/sh: $2.64 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $1.99B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM +12.8% | Q/Q +41.1% Sales Growth: TTM +7.6% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.47 | RSI: 62.9 | Short Float: 2.8% Insider Own: 28.9% | Inst Own: 66.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ADP $250.90 Technology |
24.8 Fwd: 20.9 |
2.62 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.8 | 7.4 | N/A | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.85 | P/B: 15.94 | EV/EBITDA: 17.1 P/FCF: 22.1 | EV/Sales: 4.95 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 21.4 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 83.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BMI $174.59 Technology |
37.2 Fwd: 32.0 |
3.36 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.7 | 8.7 | N/A | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.71 | P/B: 7.32 | EV/EBITDA: 23.2 P/FCF: 30.9 | EV/Sales: 5.49 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 38.3 | Short Float: 6.5% Insider Own: 0.5% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ABT $130.03 Healthcare |
16.3 Fwd: 22.9 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.8 | 6.9 | N/A | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.16 | P/B: 4.44 | EV/EBITDA: 21.0 P/FCF: 32.7 | EV/Sales: 5.28 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.7 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.8 | Short Float: 1.2% Insider Own: 0.7% | Inst Own: 80.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| FICO $1760.25 Technology |
66.3 Fwd: 35.2 |
2.66 | N/A 0.8 |
N/A 32.8% |
$31.19 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 8.8 | 8.1 | N/A | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 20.96 | P/B: N/A | EV/EBITDA: 47.0 P/FCF: 56.4 | EV/Sales: 22.45 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.5% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AMAT $228.71 Technology |
26.4 Fwd: 20.4 |
3.35 | 0.32 2.6 |
35.5% 24.7% |
$7.15 3.1% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.8 | 7.8 | N/A | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.42 | P/B: 9.34 | EV/EBITDA: 20.2 P/FCF: 32.0 | EV/Sales: 6.35 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 3.1% P/FCF: 32.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 52.7 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SAP $238.90 Technology |
35.8 Fwd: 28.6 |
1.27 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.8 | 5.6 | N/A | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.74 | P/B: 5.41 | EV/EBITDA: 21.6 P/FCF: 37.8 | EV/Sales: 6.77 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.8 | Short Float: 0.2% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MA $536.85 Financial |
34.3 Fwd: 28.1 |
2.28 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.5% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.0 | 8.0 | N/A | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.31 | P/B: 61.13 | EV/EBITDA: 24.8 P/FCF: 28.7 | EV/Sales: 15.56 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.5% P/FCF: 28.7 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 33.0 | Short Float: 0.8% Insider Own: 8.7% | Inst Own: 82.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| DPZ $404.63 Consumer Cyclical |
23.6 Fwd: 20.7 |
2.77 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.4 | 7.3 | N/A | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.82 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 21.6 | EV/Sales: 3.77 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 43.5 | Short Float: 7.2% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CTSH $71.17 Technology |
16.5 Fwd: 12.7 |
1.90 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.7% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 8.1 | 5.4 | N/A | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.65 | P/B: 2.31 | EV/EBITDA: 8.7 P/FCF: 13.0 | EV/Sales: 1.59 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 50.2 | Short Float: 6.2% Insider Own: 0.4% | Inst Own: 100.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| JKHY $163.64 Technology |
24.9 Fwd: 23.4 |
3.68 | 0.03 1.3 |
23.4% 19.9% |
$8.23 5.0% |
7.0% | 10.1% | EPS: +20.4% | Sales: +7.8% | 4.7 | 9.2 | 7.2 | N/A | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.90 | P/B: 5.46 | EV/EBITDA: 14.7 P/FCF: 19.9 | EV/Sales: 4.91 πͺ Quality MetricsROA: 16.1% | ROIC: 21.5% | Gross Margin: 43.5% Quick Ratio: 1.30 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 5.0% P/FCF: 19.9 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +20.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 61.4 | Short Float: 5.4% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| USLM $116.64 Basic Materials |
25.6 Fwd: 24.1 |
2.25 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.4 | 8.3 | N/A | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.16 | P/B: 5.55 | EV/EBITDA: 16.9 P/FCF: 32.1 | EV/Sales: 8.21 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 41.0 | Short Float: 4.5% Insider Own: 62.5% | Inst Own: 30.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| IDXX $669.00 Healthcare |
53.0 Fwd: 46.3 |
3.42 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.8% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.1 | 8.5 | N/A | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.82 | P/B: 34.28 | EV/EBITDA: 37.5 P/FCF: 55.4 | EV/Sales: 13.04 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.8% P/FCF: 55.4 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 48.2 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| LOW $225.00 Consumer Cyclical |
18.5 Fwd: 17.0 |
2.93 | N/A 1.1 |
N/A 8.2% |
$13.71 6.1% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.1 | 7.6 | N/A | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.51 | P/B: N/A | EV/EBITDA: 13.1 P/FCF: 16.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 79.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| SQ $58.89 Technology |
11.8 Fwd: 18.2 |
1.62 | 0.36 2.2 |
14.8% 13.1% |
$3.01 5.1% |
38.6% | 41.5% | EPS: +178.1% | Sales: +0.5% | 8.1 | 7.0 | 6.6 | N/A | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.49 | P/B: 1.59 | EV/EBITDA: 12.0 P/FCF: 19.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 8.3% | ROIC: 10.9% | Gross Margin: 40.3% Quick Ratio: 2.17 | Cash/sh: $15.53 π° Free Cash Flow AnalysisFCF per Share: $3.01 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +178.1% | Q/Q +65.9% Sales Growth: TTM +0.5% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.68 | RSI: 24.6 | Short Float: 4.0% Insider Own: 13.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AWI $179.87 Industrials |
25.8 Fwd: 21.3 |
1.77 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.1% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.0 | 5.6 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.85 | P/B: 8.73 | EV/EBITDA: 19.1 P/FCF: 32.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 28.4 | Short Float: 1.8% Insider Own: 1.2% | Inst Own: 101.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| FSLR $253.54 Technology |
19.5 Fwd: 11.3 |
0.60 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.3% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.8 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.39 | P/B: 3.02 | EV/EBITDA: 12.2 P/FCF: 44.3 | EV/Sales: 5.16 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.5 | Short Float: 8.4% Insider Own: 5.4% | Inst Own: 101.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| NVMI $286.78 Technology |
37.6 Fwd: 29.9 |
2.22 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.7% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.2 | 8.4 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.26 | P/B: 7.21 | EV/EBITDA: 31.8 P/FCF: 36.7 | EV/Sales: 10.03 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.86 | RSI: 36.7 | Short Float: 4.4% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| WRB $77.10 Financial |
16.2 Fwd: 16.6 |
2.53 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.2% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 7.9 | 8.5 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.00 | P/B: 2.99 | EV/EBITDA: N/A P/FCF: 8.9 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.2% P/FCF: 8.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 63.0 | Short Float: 7.1% Insider Own: 21.7% | Inst Own: 66.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| AAPL $267.46 Technology |
35.9 Fwd: 29.5 |
3.60 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.5 | 7.5 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.50 | P/B: 53.59 | EV/EBITDA: 27.7 P/FCF: 40.0 | EV/Sales: 9.64 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 54.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ADSK $291.96 Technology |
60.5 Fwd: 25.8 |
3.88 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.0 | 8.8 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.45 | P/B: 22.91 | EV/EBITDA: 42.2 P/FCF: 33.0 | EV/Sales: 9.52 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 37.0 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 92.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ILMN $120.08 Healthcare |
26.9 Fwd: 23.9 |
2.44 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 6.3 | 7.8 | 7.0 | N/A | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.28 | P/B: 7.72 | EV/EBITDA: 17.6 P/FCF: 18.4 | EV/Sales: 4.58 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.4 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 63.2 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| TT $413.78 Industrials |
31.8 Fwd: 27.9 |
2.23 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.8% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.1 | 7.3 | N/A | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.36 | P/B: 11.03 | EV/EBITDA: 21.9 P/FCF: 36.0 | EV/Sales: 4.53 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 88.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| PTC $174.21 Technology |
28.4 Fwd: 20.2 |
3.51 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.9 | 8.1 | N/A | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.62 | P/B: 5.94 | EV/EBITDA: 19.4 P/FCF: 24.4 | EV/Sales: 8.05 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 28.9 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 97.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ULTA $509.57 Consumer Cyclical |
19.5 Fwd: 18.8 |
3.37 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.2% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.0 | 8.0 | N/A | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.96 | P/B: 8.78 | EV/EBITDA: 13.3 P/FCF: 24.0 | EV/Sales: 2.14 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.2% P/FCF: 24.0 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 41.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CPRT $41.33 Industrials |
26.0 Fwd: 22.3 |
2.46 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.0 | 7.3 | 8.0 | N/A | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.61 | P/B: 4.35 | EV/EBITDA: 18.5 P/FCF: 32.5 | EV/Sales: 7.60 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 32.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.4 | Short Float: 3.6% Insider Own: 8.6% | Inst Own: 83.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| CTAS $183.76 Industrials |
40.8 Fwd: 34.2 |
3.87 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.5 | 8.3 | N/A | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.00 | P/B: 15.57 | EV/EBITDA: 26.1 P/FCF: 43.5 | EV/Sales: 7.24 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.5 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.8 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| AZO $3855.26 Consumer Cyclical |
26.6 Fwd: 21.1 |
2.19 | N/A 0.9 |
N/A 13.2% |
$107.63 2.8% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.9 | 7.5 | N/A | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.39 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 35.8 | EV/Sales: 4.03 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.63 | FCF Yield: 2.8% P/FCF: 35.8 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 51.1 | Short Float: 1.6% Insider Own: 0.3% | Inst Own: 94.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GGG $79.28 Industrials |
27.1 Fwd: 24.9 |
3.56 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.7% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 9.0 | 6.4 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.00 | P/B: 5.04 | EV/EBITDA: 18.4 P/FCF: 21.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 35.3 | Short Float: 2.6% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MELI $2057.72 Consumer Cyclical |
50.2 Fwd: 33.5 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.3% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.2 | 8.6 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.98 | P/B: 16.78 | EV/EBITDA: 27.0 P/FCF: 15.8 | EV/Sales: 3.98 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 37.8 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 81.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| SE $145.75 Consumer Cyclical |
62.4 Fwd: 31.5 |
1.34 | 0.42 1.4 |
15.7% 6.8% |
N/A N/A |
50.5% | N/A | EPS: +1347.0% | Sales: +35.2% | 7.4 | 6.7 | 7.2 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.79 | P/B: 8.46 | EV/EBITDA: 37.1 P/FCF: N/A | EV/Sales: 3.43 πͺ Quality MetricsROA: 5.8% | ROIC: 12.3% | Gross Margin: 44.9% Quick Ratio: 1.42 | Cash/sh: $21.71 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +1347.0% | Q/Q +141.4% Sales Growth: TTM +35.2% | Q/Q +36.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 37.0 | Short Float: 3.7% Insider Own: 1.2% | Inst Own: 69.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| INTU $645.98 Technology |
47.1 Fwd: 24.6 |
3.35 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.8 | 8.0 | 7.8 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.56 | P/B: 9.15 | EV/EBITDA: 31.7 P/FCF: 29.6 | EV/Sales: 9.67 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.0 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| GWW $923.47 Industrials |
25.8 Fwd: 21.1 |
3.58 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.8% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.7 | 8.3 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.47 | P/B: 12.35 | EV/EBITDA: 16.9 P/FCF: 35.6 | EV/Sales: 2.62 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 33.8 | Short Float: 2.4% Insider Own: 6.2% | Inst Own: 73.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MTB $181.06 Financial |
11.2 Fwd: 9.6 |
0.88 | 0.52 0.4 |
9.6% 19.8% |
$23.79 13.1% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 6.0 | 5.9 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.10 | P/B: 1.06 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.79 | FCF Yield: 13.1% P/FCF: 7.6 | Total FCF: $3.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 41.1 | Short Float: 3.4% Insider Own: 0.4% | Inst Own: 90.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| JNJ $199.58 Healthcare |
19.3 Fwd: 17.3 |
2.59 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.1% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.4 | 5.6 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.22 | P/B: 6.06 | EV/EBITDA: 16.3 P/FCF: 24.5 | EV/Sales: 5.51 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 74.7 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ROL $57.96 Consumer Cyclical |
54.4 Fwd: 46.0 |
4.21 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.7 | 8.8 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.63 | P/B: 18.33 | EV/EBITDA: 34.2 P/FCF: 41.6 | EV/Sales: 7.84 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 41.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 51.9 | Short Float: 2.5% Insider Own: 40.1% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CINF $161.44 Financial |
12.0 Fwd: 19.1 |
1.91 | 0.06 0.6 |
14.5% 17.6% |
$17.90 11.1% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 8.0 | 5.7 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.09 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 53.4 | Short Float: 1.2% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| YUM $148.03 Consumer Cyclical |
28.8 Fwd: 22.2 |
2.53 | N/A 1.7 |
N/A 17.9% |
$5.63 3.8% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.8 | 6.6 | N/A | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.10 | P/B: N/A | EV/EBITDA: 19.7 P/FCF: 26.3 | EV/Sales: 6.50 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.2 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 85.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GS $775.56 Financial |
15.8 Fwd: 14.0 |
1.04 | 5.24 1.3 |
13.6% 12.5% |
$191.02 24.6% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.1 | 7.1 | N/A | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.84 | P/B: 2.13 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.02 | FCF Yield: 24.6% P/FCF: 4.1 | Total FCF: $57.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 46.0 | Short Float: 2.2% Insider Own: 0.5% | Inst Own: 74.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ZTS $118.80 Healthcare |
20.0 Fwd: 17.4 |
2.53 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.3% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.5 | 7.2 | N/A | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.57 | P/B: 9.72 | EV/EBITDA: 14.3 P/FCF: 23.4 | EV/Sales: 6.12 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.3% P/FCF: 23.4 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 19.6 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GD $341.78 Industrials |
22.1 Fwd: 19.9 |
1.96 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.3 | 5.5 | N/A | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.79 | P/B: 3.78 | EV/EBITDA: 16.0 P/FCF: 19.2 | EV/Sales: 1.94 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 49.2 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| HLT $266.05 Consumer Cyclical |
38.5 Fwd: 29.3 |
2.84 | N/A 0.7 |
N/A 14.2% |
$10.28 3.9% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 5.0 | 8.0 | 7.0 | N/A | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.27 | P/B: N/A | EV/EBITDA: 26.6 P/FCF: 25.9 | EV/Sales: 6.23 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.9% P/FCF: 25.9 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 49.4 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| REGN $704.31 Healthcare |
16.9 Fwd: 16.4 |
4.85 | 0.09 4.1 |
15.2% 32.1% |
$40.18 5.7% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.2 | 8.1 | N/A | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.20 | P/B: 2.40 | EV/EBITDA: 15.7 P/FCF: 17.5 | EV/Sales: 4.79 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.18 | FCF Yield: 5.7% P/FCF: 17.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 76.2 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| AXP $341.25 Financial |
22.9 Fwd: 19.6 |
1.84 | 1.83 7.2 |
33.7% 13.2% |
$27.50 8.1% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 6.2 | 7.1 | 7.0 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.99 | P/B: 7.25 | EV/EBITDA: 10.4 P/FCF: 12.4 | EV/Sales: 3.05 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.50 | FCF Yield: 8.1% P/FCF: 12.4 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.0 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CMG $30.53 Consumer Cyclical |
26.9 Fwd: 25.1 |
3.20 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.1 | 9.0 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.42 | P/B: 12.56 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 27.2 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 89.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CMI $455.98 Industrials |
23.7 Fwd: 17.7 |
1.87 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.6% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.9 | 6.3 | 6.4 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.87 | P/B: 5.22 | EV/EBITDA: 13.8 P/FCF: 27.6 | EV/Sales: 2.05 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 55.8 | Short Float: 1.2% Insider Own: 1.1% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| VEEV $277.01 Healthcare |
56.8 Fwd: 32.7 |
4.02 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.9% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.4 | 8.5 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.30 | P/B: 6.84 | EV/EBITDA: 44.5 P/FCF: 34.2 | EV/Sales: 13.17 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 36.9 | Short Float: 2.9% Insider Own: 8.7% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MKTX $173.46 Financial |
29.5 Fwd: 21.2 |
3.61 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.4% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.7 | 6.4 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.64 | P/B: 4.67 | EV/EBITDA: 14.0 P/FCF: 18.6 | EV/Sales: 7.11 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 57.2 | Short Float: 4.8% Insider Own: 2.2% | Inst Own: 97.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CRM $237.03 Technology |
34.4 Fwd: 18.6 |
2.73 | 0.19 1.0 |
11.2% 16.9% |
$13.12 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 7.1 | 7.3 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.71 | P/B: 3.69 | EV/EBITDA: 16.0 P/FCF: 18.1 | EV/Sales: 5.62 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.12 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $12.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 40.8 | Short Float: 1.8% Insider Own: 2.6% | Inst Own: 82.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CPAY $274.18 Technology |
18.6 Fwd: 11.0 |
1.24 | 1.99 1.1 |
29.4% 24.4% |
$16.34 6.0% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.8 | 5.9 | 5.6 | N/A | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.45 | P/B: 4.71 | EV/EBITDA: 9.6 P/FCF: 16.8 | EV/Sales: 5.20 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 45.1 | Short Float: 1.7% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AVGO $342.65 Technology |
87.5 Fwd: 36.7 |
2.45 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 5.3 | 7.3 | 7.4 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 27.00 | P/B: 22.08 | EV/EBITDA: 51.1 P/FCF: 64.9 | EV/Sales: 27.89 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 64.9 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 45.4 | Short Float: 1.2% Insider Own: 2.0% | Inst Own: 77.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| FITB $41.12 Financial |
12.3 Fwd: 11.7 |
0.81 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.5% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 6.0 | 5.2 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.93 | P/B: 1.41 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.5% P/FCF: 9.6 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.1 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 88.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| DOCU $64.67 Technology |
48.8 Fwd: 16.0 |
5.51 | 0.06 0.7 |
14.2% 9.1% |
$4.65 7.2% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.3 | 7.2 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.20 | P/B: 6.54 | EV/EBITDA: 34.0 P/FCF: 13.9 | EV/Sales: 3.96 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 33.1 | Short Float: 2.4% Insider Own: 1.0% | Inst Own: 87.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PLTR $171.25 Technology |
400.5 Fwd: 173.1 |
8.10 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.4% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 9.0 | 8.5 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 104.76 | P/B: 61.93 | EV/EBITDA: 459.1 P/FCF: 227.5 | EV/Sales: 103.19 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.4% P/FCF: 227.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 42.2 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BR $224.77 Technology |
28.7 Fwd: 21.9 |
2.96 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.9% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 6.9 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.72 | P/B: 9.95 | EV/EBITDA: 16.6 P/FCF: 20.4 | EV/Sales: 4.17 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 45.0 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MCO $472.12 Financial |
38.0 Fwd: 29.0 |
2.83 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.3 | 6.7 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.23 | P/B: 21.28 | EV/EBITDA: 23.9 P/FCF: 35.1 | EV/Sales: 11.93 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 41.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 93.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| NOW $835.79 Technology |
101.1 Fwd: 41.0 |
4.89 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.3% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 8.1 | 8.5 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 13.72 | P/B: 15.35 | EV/EBITDA: 72.5 P/FCF: 43.9 | EV/Sales: 13.49 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.8 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ONTO $127.30 Technology |
35.9 Fwd: 21.7 |
3.64 | 0.01 9.5 |
9.0% 17.5% |
$5.33 4.2% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 7.3 | 7.8 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.22 | P/B: 3.12 | EV/EBITDA: 19.1 P/FCF: 23.9 | EV/Sales: 5.26 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 45.2 | Short Float: 3.3% Insider Own: 0.8% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| WPM $102.28 Basic Materials |
46.4 Fwd: 31.4 |
1.35 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.5% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.0 | 6.6 | N/A | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 25.37 | P/B: 5.74 | EV/EBITDA: 31.0 P/FCF: 66.8 | EV/Sales: 24.74 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.5% P/FCF: 66.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 51.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| FAST $39.70 Industrials |
37.2 Fwd: 32.6 |
3.75 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.4 | 6.4 | N/A | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.70 | P/B: 11.70 | EV/EBITDA: 25.5 P/FCF: 47.2 | EV/Sales: 5.73 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.2 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 28.1 | Short Float: 2.3% Insider Own: 0.2% | Inst Own: 85.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| PH $820.97 Industrials |
29.2 Fwd: 24.9 |
3.13 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.3% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.3 | 7.8 | N/A | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.17 | P/B: 7.51 | EV/EBITDA: 22.1 P/FCF: 30.6 | EV/Sales: 5.66 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 59.6 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| PODD $328.02 Healthcare |
95.2 Fwd: 53.3 |
2.81 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 7.0 | 8.7 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.15 | P/B: 16.67 | EV/EBITDA: 43.2 P/FCF: 54.5 | EV/Sales: 9.26 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 54.1 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 99.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| TXRH $169.71 Consumer Cyclical |
25.9 Fwd: 25.5 |
3.13 | 0.64 0.4 |
31.6% 7.5% |
$5.15 3.0% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 5.0 | 6.7 | 8.1 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.92 | P/B: 7.70 | EV/EBITDA: 16.2 P/FCF: 33.0 | EV/Sales: 2.07 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 53.3 | Short Float: 4.2% Insider Own: 0.6% | Inst Own: 95.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| COST $912.59 Consumer Defensive |
50.1 Fwd: 41.3 |
4.74 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.5 | 9.1 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.47 | P/B: 13.87 | EV/EBITDA: 31.2 P/FCF: 51.6 | EV/Sales: 1.45 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.6 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 42.8 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| PAYX $110.48 Technology |
24.8 Fwd: 18.8 |
3.21 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.6% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.6 | 5.9 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.86 | P/B: 10.01 | EV/EBITDA: 15.8 P/FCF: 21.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 4.6% Insider Own: 10.5% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AME $191.19 Industrials |
30.2 Fwd: 24.0 |
3.80 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.7% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.9 | 7.5 | 6.3 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.14 | P/B: 4.18 | EV/EBITDA: 20.2 P/FCF: 26.8 | EV/Sales: 6.47 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 47.9 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| PANW $202.90 Technology |
126.8 Fwd: 47.0 |
9.41 | 0.05 0.9 |
17.4% 12.3% |
$5.07 2.5% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.3 | 7.0 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.05 | P/B: 17.32 | EV/EBITDA: 68.0 P/FCF: 40.0 | EV/Sales: 14.78 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.26 π° Free Cash Flow AnalysisFCF per Share: $5.07 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 38.9 | Short Float: 6.6% Insider Own: 1.0% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LMAT $86.99 Healthcare |
37.4 Fwd: 33.7 |
2.77 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.4% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 4.9 | 6.8 | 7.6 | N/A | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.19 | P/B: 5.21 | EV/EBITDA: 25.1 P/FCF: 29.8 | EV/Sales: 7.54 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 44.9 | Short Float: 5.8% Insider Own: 7.9% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DIS $105.69 Communication Services |
15.4 Fwd: 14.3 |
1.32 | 0.41 0.7 |
11.8% 13.2% |
$5.65 5.3% |
7.7% | N/A | EPS: +152.3% | Sales: +3.6% | 8.2 | 5.8 | 5.3 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.00 | P/B: 1.72 | EV/EBITDA: 12.3 P/FCF: 18.7 | EV/Sales: 2.47 πͺ Quality MetricsROA: 6.3% | ROIC: 8.4% | Gross Margin: 31.9% Quick Ratio: 0.59 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $5.65 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $10.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +152.3% | Q/Q +187.5% Sales Growth: TTM +3.6% | Q/Q +0.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.50 | RSI: 35.9 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| AMZN $232.87 Consumer Cyclical |
32.9 Fwd: 29.6 |
1.61 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.2 | 8.0 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.60 | P/B: 6.73 | EV/EBITDA: 18.0 P/FCF: 235.7 | EV/Sales: 3.68 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 235.7 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 48.3 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| QCOM $166.75 Technology |
34.1 Fwd: 13.2 |
14.57 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.8 | 6.5 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.03 | P/B: 8.45 | EV/EBITDA: 13.0 P/FCF: 13.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.0 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SBUX $83.69 Consumer Cyclical |
51.4 Fwd: 27.6 |
2.81 | N/A 0.7 |
N/A 5.0% |
$2.15 2.6% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 5.8 | 6.4 | 7.0 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.56 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 39.0 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.6% P/FCF: 39.0 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 48.3 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GDDY $125.19 Technology |
21.6 Fwd: 17.5 |
2.00 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.1% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.6 | 4.8 | 8.0 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.48 | P/B: 184.75 | EV/EBITDA: 16.5 P/FCF: 11.0 | EV/Sales: 4.08 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.1% P/FCF: 11.0 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 33.2 | Short Float: 4.5% Insider Own: 0.7% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ISRG $546.71 Healthcare |
72.4 Fwd: 56.5 |
4.84 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.2% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.4 | 7.1 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 20.16 | P/B: 11.46 | EV/EBITDA: 55.6 P/FCF: 85.3 | EV/Sales: 19.66 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.2% P/FCF: 85.3 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 59.0 | Short Float: 1.9% Insider Own: 0.6% | Inst Own: 85.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MAR $282.89 Consumer Cyclical |
29.9 Fwd: 25.0 |
2.83 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.8 | 6.4 | 6.9 | N/A | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.93 | P/B: N/A | EV/EBITDA: 21.2 P/FCF: 39.4 | EV/Sales: 3.55 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 57.5 | Short Float: 3.8% Insider Own: 17.6% | Inst Own: 63.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DAL $55.76 Industrials |
7.9 Fwd: 7.7 |
0.79 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.4% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.0 | 5.0 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.58 | P/B: 1.93 | EV/EBITDA: 6.3 P/FCF: 11.8 | EV/Sales: 0.85 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.4% P/FCF: 11.8 | Total FCF: $3.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 42.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 82.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| VRSN $250.19 Technology |
29.1 Fwd: 25.5 |
3.39 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.7 | 5.0 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.26 | P/B: N/A | EV/EBITDA: 21.5 P/FCF: 23.1 | EV/Sales: 14.98 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 47.5 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 95.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AMD $240.52 Technology |
118.9 Fwd: 37.5 |
2.70 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 5.0 | 6.4 | 7.6 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.23 | P/B: 6.44 | EV/EBITDA: 63.9 P/FCF: 71.9 | EV/Sales: 12.12 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 71.9 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 52.0 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 66.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| WING $227.29 Consumer Cyclical |
37.1 Fwd: 47.7 |
2.08 | N/A 4.0 |
N/A 25.5% |
$2.25 1.0% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.6 | 5.8 | 8.0 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.25 | P/B: N/A | EV/EBITDA: 34.6 P/FCF: 101.0 | EV/Sales: 10.69 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 1.0% P/FCF: 101.0 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 39.9 | Short Float: 10.8% Insider Own: 0.6% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ORLY $99.56 Consumer Cyclical |
34.5 Fwd: 30.0 |
3.30 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 7.1 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.81 | P/B: N/A | EV/EBITDA: 23.8 P/FCF: 53.8 | EV/Sales: 5.28 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 53.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 54.1 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 86.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| WST $262.41 Healthcare |
38.9 Fwd: 33.7 |
4.20 | 0.10 2.9 |
16.9% 16.3% |
$5.27 2.0% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.6 | 7.0 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.26 | P/B: 6.18 | EV/EBITDA: 23.3 P/FCF: 49.8 | EV/Sales: 6.15 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 2.0% P/FCF: 49.8 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.4 | Short Float: 2.0% Insider Own: 0.6% | Inst Own: 98.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| BLDR $99.42 Industrials |
18.9 Fwd: 15.3 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 9.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 5.3 | 7.6 | N/A | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.70 | P/B: 2.55 | EV/EBITDA: 9.8 P/FCF: 10.8 | EV/Sales: 1.01 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 9.3% P/FCF: 10.8 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 25.1 | Short Float: 5.5% Insider Own: 2.8% | Inst Own: 104.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| CDNS $311.29 Technology |
80.3 Fwd: 38.6 |
5.00 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.8 | 6.7 | N/A | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 16.26 | P/B: 16.30 | EV/EBITDA: 44.9 P/FCF: 57.3 | EV/Sales: 16.20 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 57.3 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 32.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CROX $77.15 Consumer Cyclical |
25.1 Fwd: 6.5 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.80 17.9% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 5.2 | 7.5 | N/A | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.98 | P/B: 2.96 | EV/EBITDA: 5.5 P/FCF: 5.6 | EV/Sales: 1.36 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.80 | FCF Yield: 17.9% P/FCF: 5.6 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 44.8 | Short Float: 13.5% Insider Own: 3.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| EPAM $177.78 Technology |
27.1 Fwd: 14.2 |
3.10 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.7% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 6.9 | 6.0 | N/A | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.85 | P/B: 2.63 | EV/EBITDA: 13.0 P/FCF: 21.4 | EV/Sales: 1.65 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.7% P/FCF: 21.4 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 66.1 | Short Float: 4.5% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| BRO $80.71 Financial |
24.2 Fwd: 17.1 |
2.30 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 5.8 | 7.1 | N/A | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.03 | P/B: 2.20 | EV/EBITDA: 18.2 P/FCF: 21.2 | EV/Sales: 6.28 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.1 | Short Float: 3.4% Insider Own: 14.8% | Inst Own: 79.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| NDAQ $85.70 Financial |
30.6 Fwd: 22.6 |
2.15 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.3% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 6.0 | 6.3 | 5.6 | N/A | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.99 | P/B: 4.08 | EV/EBITDA: 19.6 P/FCF: 23.3 | EV/Sales: 7.08 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 41.0 | Short Float: 1.7% Insider Own: 20.9% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| SPGI $488.95 Financial |
35.5 Fwd: 24.7 |
2.94 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.7% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.5 | 6.9 | 6.5 | N/A | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.86 | P/B: 4.48 | EV/EBITDA: 21.7 P/FCF: 27.1 | EV/Sales: 10.85 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.7% P/FCF: 27.1 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 47.1 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 89.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| NKE $62.90 Consumer Cyclical |
32.2 Fwd: 25.2 |
2.69 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.2% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.8 | 6.5 | 5.6 | N/A | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.00 | P/B: 6.90 | EV/EBITDA: 23.9 P/FCF: 30.9 | EV/Sales: 2.05 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 41.3 | Short Float: 3.1% Insider Own: 20.9% | Inst Own: 66.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| SHOP $139.93 Technology |
102.5 Fwd: 77.0 |
4.83 | 0.09 3.9 |
15.7% 16.6% |
$1.45 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.8 | 7.8 | N/A | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 17.03 | P/B: 14.55 | EV/EBITDA: 102.6 P/FCF: 96.2 | EV/Sales: 16.54 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 1.0% P/FCF: 96.2 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.85 | RSI: 32.7 | Short Float: 1.6% Insider Own: 6.4% | Inst Own: 66.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| JPM $300.37 Financial |
14.9 Fwd: 14.2 |
1.86 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.6% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.9 | 5.4 | 6.4 | N/A | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.94 | P/B: 2.40 | EV/EBITDA: N/A P/FCF: 17.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.6% P/FCF: 17.8 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 41.3 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| TXN $154.99 Technology |
28.3 Fwd: 25.5 |
2.29 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.5% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.3 | 5.0 | N/A | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.16 | P/B: 8.47 | EV/EBITDA: 19.0 P/FCF: 67.7 | EV/Sales: 8.67 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.5% P/FCF: 67.7 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 31.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ETN $342.75 Industrials |
34.3 Fwd: 24.9 |
2.68 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.4 | 6.4 | N/A | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.00 | P/B: 7.06 | EV/EBITDA: 22.7 P/FCF: 40.1 | EV/Sales: 5.40 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.1 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 33.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TJX $145.18 Consumer Cyclical |
33.1 Fwd: 28.6 |
3.45 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.0 | 6.0 | N/A | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.79 | P/B: 18.22 | EV/EBITDA: 22.1 P/FCF: 40.0 | EV/Sales: 2.94 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 55.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| EW $84.74 Healthcare |
36.1 Fwd: 29.5 |
3.67 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.6 | 7.2 | 5.0 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.36 | P/B: 4.82 | EV/EBITDA: 26.2 P/FCF: 61.1 | EV/Sales: 7.82 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 61.1 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 63.9 | Short Float: 1.6% Insider Own: 2.1% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ROST $159.41 Consumer Cyclical |
25.3 Fwd: 23.1 |
4.24 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.2 | 6.0 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.41 | P/B: 9.05 | EV/EBITDA: 17.4 P/FCF: 30.9 | EV/Sales: 2.47 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 52.7 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 90.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CHD $83.02 Consumer Defensive |
26.1 Fwd: 22.2 |
5.12 | 0.57 1.1 |
18.6% 12.7% |
$4.26 5.1% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 7.0 | 6.2 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.25 | P/B: 4.72 | EV/EBITDA: 17.3 P/FCF: 19.5 | EV/Sales: 3.59 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 38.0 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 90.1% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CPNG $27.81 Consumer Cyclical |
131.6 Fwd: 50.7 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.5 | 6.6 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.51 | P/B: 10.69 | EV/EBITDA: 41.4 P/FCF: 40.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 23.1 | Short Float: 1.6% Insider Own: 27.3% | Inst Own: 59.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ROK $370.10 Industrials |
48.3 Fwd: 27.2 |
3.56 | 1.00 1.1 |
24.2% 10.4% |
$12.09 3.3% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 7.0 | 6.0 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.98 | P/B: 11.38 | EV/EBITDA: 24.1 P/FCF: 30.6 | EV/Sales: 5.37 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.09 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 52.5 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 84.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| EA $200.77 Communication Services |
58.7 Fwd: 21.7 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.5 | 5.5 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.88 | P/B: 8.33 | EV/EBITDA: 31.9 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 63.5 | Short Float: 1.8% Insider Own: 10.1% | Inst Own: 88.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| LIN $417.85 Basic Materials |
28.0 Fwd: 23.4 |
3.46 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.4 | 6.9 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.82 | P/B: 5.05 | EV/EBITDA: 17.0 P/FCF: 38.4 | EV/Sales: 6.51 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.4 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 32.9 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 83.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| A $144.52 Healthcare |
33.9 Fwd: 24.0 |
4.31 | 0.54 2.2 |
19.9% 18.0% |
$3.84 2.7% |
4.8% | 5.6% | EPS: -11.5% | Sales: +4.5% | 4.0 | 7.3 | 5.6 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.04 | P/B: 6.43 | EV/EBITDA: 23.3 P/FCF: 37.7 | EV/Sales: 6.31 πͺ Quality MetricsROA: 10.5% | ROIC: 12.6% | Gross Margin: 53.0% Quick Ratio: 1.71 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $3.84 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 5.6% EPS Growth: TTM -11.5% | Q/Q +21.7% Sales Growth: TTM +4.5% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 51.4 | Short Float: 1.2% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| POOL $237.84 Industrials |
21.7 Fwd: 20.5 |
4.55 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.5% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.5 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.67 | P/B: 6.43 | EV/EBITDA: 15.9 P/FCF: 22.4 | EV/Sales: 1.91 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 22.2 | Short Float: 9.8% Insider Own: 3.1% | Inst Own: 103.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TRI $137.14 Industrials |
35.3 Fwd: 30.7 |
3.50 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 7.2 | 5.6 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.38 | P/B: 5.26 | EV/EBITDA: 22.3 P/FCF: 34.1 | EV/Sales: 8.62 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 31.3 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 20.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TDY $499.55 Technology |
28.9 Fwd: 21.1 |
3.24 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 6.6 | 5.4 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.90 | P/B: 2.22 | EV/EBITDA: 18.3 P/FCF: 22.6 | EV/Sales: 4.23 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 32.2 | Short Float: 1.7% Insider Own: 1.0% | Inst Own: 95.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ATKR $64.65 Industrials |
20.8 Fwd: 11.9 |
N/A | 0.64 3.1 |
7.3% 3.8% |
$7.76 12.0% |
10.8% | 35.0% | EPS: -78.2% | Sales: -12.1% | 6.7 | 4.9 | 6.8 | N/A | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.75 | P/B: 1.48 | EV/EBITDA: 6.0 P/FCF: 8.3 | EV/Sales: 0.96 πͺ Quality MetricsROA: 3.8% | ROIC: 4.6% | Gross Margin: 24.2% Quick Ratio: 2.08 | Cash/sh: $9.84 π° Free Cash Flow AnalysisFCF per Share: $7.76 | FCF Yield: 12.0% P/FCF: 8.3 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 35.0% EPS Growth: TTM -78.2% | Q/Q -62.4% Sales Growth: TTM -12.1% | Q/Q -10.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 43.7 | Short Float: 6.6% Insider Own: 1.8% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| BABA $157.71 Consumer Cyclical |
18.4 Fwd: 16.5 |
2.13 | 0.23 1.4 |
15.2% 14.8% |
$4.78 3.0% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 6.8 | 5.3 | 5.6 | N/A | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.55 | P/B: 2.50 | EV/EBITDA: 13.3 P/FCF: 33.0 | EV/Sales: 2.40 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 3.0% P/FCF: 33.0 | Total FCF: $10.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 41.9 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ICE $150.33 Financial |
27.4 Fwd: 20.1 |
2.43 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.2% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 6.0 | 5.9 | N/A | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.22 | P/B: 2.99 | EV/EBITDA: 16.0 P/FCF: 19.1 | EV/Sales: 8.68 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 41.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| SLB $35.80 Energy |
13.8 Fwd: 12.2 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.73 7.6% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 6.0 | 5.1 | N/A | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.52 | P/B: 2.09 | EV/EBITDA: 8.3 P/FCF: 13.1 | EV/Sales: 1.81 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 50.1 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| CMCSA $27.22 Communication Services |
4.5 Fwd: 6.5 |
2.95 | 1.02 0.9 |
24.7% 18.3% |
$5.75 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.8 | 6.2 | 5.0 | N/A | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.80 | P/B: 1.02 | EV/EBITDA: 5.0 P/FCF: 4.7 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.75 | FCF Yield: 21.1% P/FCF: 4.7 | Total FCF: $20.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 36.5 | Short Float: 1.4% Insider Own: 0.9% | Inst Own: 85.6% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| ENPH $27.53 Technology |
19.1 Fwd: 13.1 |
10.76 | 1.24 2.0 |
20.3% 12.9% |
$1.66 6.0% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.6 | 6.3 | N/A | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.38 | P/B: 3.62 | EV/EBITDA: 11.7 P/FCF: 16.6 | EV/Sales: 2.22 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 34.1 | Short Float: 22.4% Insider Own: 3.8% | Inst Own: 95.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ATEN $16.84 Technology |
24.7 Fwd: 17.8 |
3.63 | 1.11 3.6 |
23.9% 17.8% |
$1.00 6.0% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.5 | 5.5 | N/A | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.25 | P/B: 5.85 | EV/EBITDA: 16.6 P/FCF: 16.8 | EV/Sales: 3.75 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.8 | Short Float: 9.4% Insider Own: 3.4% | Inst Own: 102.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ETSY $54.62 Consumer Cyclical |
38.2 Fwd: 21.4 |
4.43 | N/A 3.2 |
N/A 6.4% |
$6.43 11.8% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.2 | 5.9 | 7.6 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.89 | P/B: N/A | EV/EBITDA: 13.4 P/FCF: 8.5 | EV/Sales: 2.44 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.43 | FCF Yield: 11.8% P/FCF: 8.5 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 35.0 | Short Float: 17.8% Insider Own: 1.4% | Inst Own: 126.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| XOM $117.68 Energy |
17.1 Fwd: 15.9 |
3.48 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.8 | 6.2 | 5.8 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.53 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.9 | EV/Sales: 1.64 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 57.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| BILL $49.63 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 4.9 | 6.2 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1076.1 P/FCF: 15.9 | EV/Sales: 2.98 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.9 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 50.9 | Short Float: 16.1% Insider Own: 11.5% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PSA $270.27 Real Estate |
28.1 Fwd: 26.1 |
30.86 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.2% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.5 | 7.4 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.91 | P/B: 9.56 | EV/EBITDA: 18.3 P/FCF: 16.2 | EV/Sales: 12.87 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 33.5 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| UNP $221.00 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.4 | 5.5 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.34 | P/B: 7.58 | EV/EBITDA: 13.1 P/FCF: 21.8 | EV/Sales: 6.64 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.9 | Short Float: 3.4% Insider Own: 0.2% | Inst Own: 86.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MCD $304.90 Consumer Cyclical |
26.0 Fwd: 23.0 |
3.74 | N/A 1.0 |
N/A 32.0% |
$10.35 3.4% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.4 | 5.7 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.27 | P/B: N/A | EV/EBITDA: 18.9 P/FCF: 29.5 | EV/Sales: 10.30 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 51.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| TYL $463.05 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 7.0 | 6.0 | N/A | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.67 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 33.6 | Short Float: 2.4% Insider Own: 0.7% | Inst Own: 97.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CME $279.13 Financial |
27.1 Fwd: 24.1 |
4.19 | 0.13 1.0 |
13.3% 58.1% |
$11.32 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.4 | 6.3 | N/A | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.73 | P/B: 3.56 | EV/EBITDA: 22.7 P/FCF: 24.6 | EV/Sales: 15.92 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.32 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.27 | RSI: 60.4 | Short Float: 1.1% Insider Own: 0.5% | Inst Own: 90.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| BSX $101.76 Healthcare |
54.4 Fwd: 29.3 |
3.37 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.5% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 6.3 | 5.5 | N/A | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.80 | P/B: 6.45 | EV/EBITDA: 33.7 P/FCF: 39.5 | EV/Sales: 8.36 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.5% P/FCF: 39.5 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.4 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| XYL $140.99 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.7 | 5.8 | N/A | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.86 | P/B: 3.06 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.3 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| HUBS $369.10 Technology |
N/A Fwd: 32.1 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.4% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 5.0 | 6.2 | N/A | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.47 | P/B: 10.39 | EV/EBITDA: 189.5 P/FCF: 29.5 | EV/Sales: 6.07 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 29.5 | Short Float: 2.0% Insider Own: 3.7% | Inst Own: 89.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| PWR $426.87 Industrials |
63.3 Fwd: 34.3 |
3.69 | 0.72 1.3 |
13.2% 3.7% |
$8.39 2.0% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 5.6 | 7.4 | N/A | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.34 | P/B: 7.58 | EV/EBITDA: 27.7 P/FCF: 50.9 | EV/Sales: 2.54 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 2.0% P/FCF: 50.9 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 45.4 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| RSG $209.81 Industrials |
31.2 Fwd: 28.7 |
3.92 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.9% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.3 | 5.7 | 6.6 | N/A | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.94 | P/B: 5.48 | EV/EBITDA: 15.0 P/FCF: 25.7 | EV/Sales: 4.75 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 43.7 | Short Float: 1.6% Insider Own: 35.3% | Inst Own: 60.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| HOLX $74.14 Healthcare |
29.9 Fwd: 14.8 |
3.54 | 0.50 3.8 |
11.1% 13.8% |
$4.13 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 6.3 | 5.0 | N/A | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 66.3 | Short Float: 1.5% Insider Own: 1.0% | Inst Own: 99.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| MS $159.45 Financial |
16.4 Fwd: 15.2 |
1.24 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.1% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.5 | 4.5 | N/A | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.24 | P/B: 2.53 | EV/EBITDA: N/A P/FCF: 24.5 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 44.7 | Short Float: 1.2% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| BLK $1023.80 Financial |
26.6 Fwd: 18.9 |
2.20 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 6.0 | 4.2 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.11 | P/B: 3.01 | EV/EBITDA: 18.9 P/FCF: 41.5 | EV/Sales: 7.59 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 28.1 | Short Float: 0.8% Insider Own: 11.7% | Inst Own: 73.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| IEX $162.76 Industrials |
25.7 Fwd: 19.6 |
5.77 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.8% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.5 | 5.0 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.56 | P/B: 3.04 | EV/EBITDA: 14.8 P/FCF: 20.9 | EV/Sales: 3.95 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.8% P/FCF: 20.9 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 40.0 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| ELF $72.79 Consumer Defensive |
51.6 Fwd: 20.7 |
5.84 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.3% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.3 | 7.6 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.13 | P/B: 3.80 | EV/EBITDA: 26.5 P/FCF: 30.6 | EV/Sales: 3.65 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 21.0 | Short Float: 9.0% Insider Own: 3.1% | Inst Own: 98.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| UL $59.21 Consumer Defensive |
24.3 Fwd: 16.4 |
3.27 | 1.80 0.8 |
28.4% 9.3% |
$2.75 4.6% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.8 | 5.9 | 5.2 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.23 | P/B: 6.95 | EV/EBITDA: 13.0 P/FCF: 21.6 | EV/Sales: 2.75 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.75 | FCF Yield: 4.6% P/FCF: 21.6 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 36.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| COF $201.01 Financial |
85.2 Fwd: 9.7 |
3.91 | 0.45 2.1 |
1.5% 1.7% |
$32.79 16.3% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.8 | 5.9 | 5.2 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.04 | P/B: 1.12 | EV/EBITDA: N/A P/FCF: 6.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.79 | FCF Yield: 16.3% P/FCF: 6.1 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 31.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| FISV $62.70 Technology |
9.7 Fwd: 7.4 |
6.55 | 1.21 1.1 |
13.6% 17.1% |
$8.62 13.8% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 5.4 | 7.3 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.59 | P/B: 1.34 | EV/EBITDA: 6.8 P/FCF: 7.3 | EV/Sales: 2.98 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 13.8% P/FCF: 7.3 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 16.7 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ROP $443.88 Technology |
30.6 Fwd: 20.5 |
3.53 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 5.8 | 5.0 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.19 | P/B: 2.38 | EV/EBITDA: 18.7 P/FCF: 19.4 | EV/Sales: 7.37 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 34.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| HEI $310.88 Industrials |
68.1 Fwd: 58.4 |
3.91 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 6.7 | 6.0 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.75 | P/B: 10.45 | EV/EBITDA: 34.1 P/FCF: 48.0 | EV/Sales: 9.38 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.1% P/FCF: 48.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 43.0 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| SMCI $34.10 Technology |
27.3 Fwd: 11.2 |
1.41 | 0.74 5.4 |
12.8% 3.8% |
$0.37 1.1% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.5 | 3.0 | 6.2 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.97 | P/B: 3.12 | EV/EBITDA: 21.2 P/FCF: 93.4 | EV/Sales: 1.00 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.03 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 1.1% P/FCF: 93.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.6% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 27.1 | Short Float: 15.0% Insider Own: 14.1% | Inst Own: 55.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LMT $470.78 Industrials |
26.3 Fwd: 16.0 |
2.21 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.2% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 6.5 | 4.5 | 5.7 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.49 | P/B: 17.52 | EV/EBITDA: 16.6 P/FCF: 23.7 | EV/Sales: 1.74 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 45.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| VMC $280.08 Basic Materials |
33.3 Fwd: 28.5 |
2.33 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 5.7 | 5.1 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.70 | P/B: 4.23 | EV/EBITDA: 17.4 P/FCF: 35.1 | EV/Sales: 5.30 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 35.7 | Short Float: 2.9% Insider Own: 0.2% | Inst Own: 95.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| DKS $208.98 Consumer Cyclical |
14.6 Fwd: 13.7 |
2.85 | 1.37 1.7 |
37.4% 8.5% |
$5.18 2.5% |
9.0% | 33.3% | EPS: +4.6% | Sales: +2.7% | 5.8 | 4.2 | 7.3 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.36 | P/B: 4.93 | EV/EBITDA: 11.2 P/FCF: 40.3 | EV/Sales: 1.61 πͺ Quality MetricsROA: 11.4% | ROIC: 15.7% | Gross Margin: 36.1% Quick Ratio: 0.55 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 2.5% P/FCF: 40.3 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +4.6% | Q/Q +7.6% Sales Growth: TTM +2.7% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 36.1 | Short Float: 7.1% Insider Own: 29.0% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| IR $73.67 Industrials |
54.6 Fwd: 20.6 |
9.22 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.3% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 4.0 | 5.2 | 7.5 | N/A | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.90 | P/B: 2.88 | EV/EBITDA: 16.8 P/FCF: 23.3 | EV/Sales: 4.40 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 33.7 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 104.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| O $57.00 Real Estate |
53.3 Fwd: 36.6 |
2.87 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 5.3 | 6.4 | N/A | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.34 | P/B: 1.34 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.43 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 42.0 | Short Float: 4.8% Insider Own: 0.1% | Inst Own: 79.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| ITW $241.41 Industrials |
23.4 Fwd: 21.6 |
33.95 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.1% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.7 | 6.4 | N/A | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.41 | P/B: 21.83 | EV/EBITDA: 17.1 P/FCF: 24.6 | EV/Sales: 4.91 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 37.1 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 84.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TDG $1335.77 Industrials |
41.6 Fwd: 29.0 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.24 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 5.3 | 6.7 | N/A | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.51 | P/B: N/A | EV/EBITDA: 22.4 P/FCF: 41.4 | EV/Sales: 11.60 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.24 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 58.6 | Short Float: 2.1% Insider Own: 1.6% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TMO $567.16 Healthcare |
32.8 Fwd: 23.1 |
4.40 | 0.70 1.5 |
13.1% 15.0% |
$16.26 2.9% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.6 | 6.2 | N/A | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.87 | P/B: 4.18 | EV/EBITDA: 22.3 P/FCF: 34.9 | EV/Sales: 5.61 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.26 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 56.0 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 91.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| VRSK $219.10 Industrials |
33.5 Fwd: 28.6 |
3.79 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 4.8 | 7.9 | N/A | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.08 | P/B: 81.06 | EV/EBITDA: 19.9 P/FCF: 27.4 | EV/Sales: 11.00 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 27.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 43.4 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 93.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| ICLR $156.49 Healthcare |
21.2 Fwd: 11.6 |
9.57 | 0.38 1.1 |
6.3% 7.4% |
$12.49 8.0% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 5.5 | 6.2 | N/A | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.50 | P/B: 1.28 | EV/EBITDA: 9.4 P/FCF: 12.5 | EV/Sales: 1.88 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.03 π° Free Cash Flow AnalysisFCF per Share: $12.49 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 34.6 | Short Float: 2.5% Insider Own: 0.7% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| COP $88.72 Energy |
12.6 Fwd: 14.0 |
7.34 | 0.36 1.3 |
15.4% 14.8% |
$5.73 6.5% |
11.0% | 4.1% | EPS: -16.1% | Sales: +8.4% | 3.9 | 6.1 | 5.1 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.84 | P/B: 1.69 | EV/EBITDA: 5.3 P/FCF: 15.5 | EV/Sales: 2.13 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.06 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 6.5% P/FCF: 15.5 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -16.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 48.4 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| WDAY $224.95 Technology |
104.0 Fwd: 21.2 |
4.86 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.7 | 5.9 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 50.9 P/FCF: 25.1 | EV/Sales: 6.23 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 42.5 | Short Float: 5.3% Insider Own: 19.4% | Inst Own: 75.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ECL $255.46 Basic Materials |
36.7 Fwd: 30.1 |
2.78 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.6 | 5.2 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.55 | P/B: 7.44 | EV/EBITDA: 21.1 P/FCF: 46.6 | EV/Sales: 4.99 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.6 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 38.3 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| EMR $126.93 Industrials |
31.4 Fwd: 17.9 |
3.69 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.7% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.8 | 5.7 | 4.6 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.96 | P/B: 3.52 | EV/EBITDA: 16.6 P/FCF: 26.7 | EV/Sales: 4.64 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.7% P/FCF: 26.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 39.1 | Short Float: 2.8% Insider Own: 0.3% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| MRVL $83.45 Technology |
N/A Fwd: 24.8 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.1% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 6.1 | 4.4 | 5.8 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.94 | P/B: 5.36 | EV/EBITDA: 43.0 P/FCF: 46.9 | EV/Sales: 10.47 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.1% P/FCF: 46.9 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 43.4 | Short Float: 4.3% Insider Own: 1.0% | Inst Own: 81.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| TRMB $75.55 Technology |
51.4 Fwd: 21.9 |
4.52 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.8% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.7 | 5.6 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.99 | P/B: 3.10 | EV/EBITDA: 24.3 P/FCF: 57.0 | EV/Sales: 5.31 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 39.4 | Short Float: 2.1% Insider Own: 0.4% | Inst Own: 98.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| TECH $58.61 Healthcare |
119.8 Fwd: 26.5 |
11.75 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.5% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.7 | 5.7 | 6.0 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.51 | P/B: 4.64 | EV/EBITDA: 25.2 P/FCF: 40.8 | EV/Sales: 7.71 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.5% P/FCF: 40.8 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.3 | Short Float: 4.9% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| HON $196.08 Industrials |
20.7 Fwd: 19.1 |
3.32 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.1 | 5.5 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.06 | P/B: 7.42 | EV/EBITDA: 15.3 P/FCF: 20.2 | EV/Sales: 3.70 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.1 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 77.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| SYK $360.13 Healthcare |
47.3 Fwd: 24.1 |
4.24 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.0 | 5.3 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.65 | P/B: 6.32 | EV/EBITDA: 22.6 P/FCF: 33.8 | EV/Sales: 6.21 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.8 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 44.1 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CAT $552.05 Industrials |
28.3 Fwd: 24.9 |
4.27 | 2.01 1.4 |
46.3% 14.3% |
$16.16 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.4 | 5.4 | 6.9 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.99 | P/B: 12.51 | EV/EBITDA: 21.2 P/FCF: 34.2 | EV/Sales: 4.52 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.16 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| ESTC $87.44 Technology |
N/A Fwd: 32.4 |
N/A | 0.61 2.0 |
-9.7% -5.4% |
$2.96 3.4% |
28.2% | 13.2% | EPS: -229.0% | Sales: +17.4% | 6.0 | 4.3 | 5.7 | N/A | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.99 | P/B: 9.57 | EV/EBITDA: N/A P/FCF: 29.6 | EV/Sales: 5.41 πͺ Quality MetricsROA: -3.6% | ROIC: -5.4% | Gross Margin: 75.2% Quick Ratio: 1.99 | Cash/sh: $14.10 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -229.0% | Q/Q +51.8% Sales Growth: TTM +17.4% | Q/Q +19.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 48.0 | Short Float: 4.5% Insider Own: 13.3% | Inst Own: 83.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| KEYS $175.51 Technology |
55.9 Fwd: 22.5 |
4.53 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.7% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 6.1 | 4.4 | N/A | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.75 | P/B: 5.32 | EV/EBITDA: 24.4 P/FCF: 21.3 | EV/Sales: 5.63 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.7% P/FCF: 21.3 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 49.0 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MLM $589.97 Basic Materials |
31.1 Fwd: 27.2 |
2.68 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.8% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 5.0 | 5.4 | N/A | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.36 | P/B: 3.65 | EV/EBITDA: 19.1 P/FCF: 35.3 | EV/Sales: 6.24 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.8% P/FCF: 35.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 33.7 | Short Float: 2.7% Insider Own: 0.8% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| MDT $96.28 Healthcare |
26.6 Fwd: 15.8 |
4.53 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.3% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.9 | 4.6 | N/A | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.61 | P/B: 2.58 | EV/EBITDA: 15.6 P/FCF: 23.3 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 86.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ON $46.02 Technology |
60.0 Fwd: 15.8 |
68.24 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.4% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 5.1 | 6.1 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.99 | P/B: 2.36 | EV/EBITDA: 12.3 P/FCF: 13.5 | EV/Sales: 3.12 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.4% P/FCF: 13.5 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 38.0 | Short Float: 9.1% Insider Own: 0.6% | Inst Own: 108.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| UPS $94.19 Industrials |
14.6 Fwd: 13.1 |
12.65 | 1.85 1.3 |
33.7% 6.2% |
$5.18 5.5% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.4 | 5.5 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.89 | P/B: 5.05 | EV/EBITDA: 8.2 P/FCF: 18.2 | EV/Sales: 1.14 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.05 π° Free Cash Flow AnalysisFCF per Share: $5.18 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 56.3 | Short Float: 2.6% Insider Own: 12.9% | Inst Own: 57.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| VICI $30.13 Real Estate |
11.5 Fwd: 10.6 |
2.54 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 4.0 | 6.7 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.11 | P/B: 1.16 | EV/EBITDA: 13.6 P/FCF: 13.1 | EV/Sales: 12.55 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.1 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 40.4 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| SBAC $195.78 Real Estate |
24.6 Fwd: 22.2 |
2.86 | N/A 0.5 |
N/A 30.7% |
$3.60 1.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.0 | 6.8 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.48 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.3 | EV/Sales: 11.90 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.2 | Short Float: 1.9% Insider Own: 1.2% | Inst Own: 100.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| SNPS $390.24 Technology |
30.6 Fwd: 28.0 |
3.35 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.7 | 5.7 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.27 | P/B: 2.62 | EV/EBITDA: 48.8 P/FCF: 55.7 | EV/Sales: 13.23 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 31.1 | Short Float: 2.2% Insider Own: 0.8% | Inst Own: 92.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| MSI $377.69 Technology |
30.3 Fwd: 23.2 |
3.62 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.8% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 6.9 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.56 | P/B: 27.06 | EV/EBITDA: 21.8 P/FCF: 26.1 | EV/Sales: 6.36 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.8% P/FCF: 26.1 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 20.0 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 88.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| EXR $130.55 Real Estate |
29.2 Fwd: 26.8 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 6.0% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 5.0 | 6.0 | N/A | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.66 | P/B: 2.03 | EV/EBITDA: 20.1 P/FCF: 16.7 | EV/Sales: 12.97 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 35.3 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| DHR $220.44 Healthcare |
45.4 Fwd: 26.2 |
6.10 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.2% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.6 | 5.0 | N/A | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.42 | P/B: 3.05 | EV/EBITDA: 21.8 P/FCF: 31.0 | EV/Sales: 7.10 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.2% P/FCF: 31.0 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 61.9 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| FROG $56.87 Technology |
N/A Fwd: 64.6 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.1% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.7 | 5.3 | N/A | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 13.39 | P/B: 7.83 | EV/EBITDA: N/A P/FCF: 47.8 | EV/Sales: 12.11 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.1% P/FCF: 47.8 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 58.5 | Short Float: 1.8% Insider Own: 14.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CELH $40.16 Consumer Defensive |
441.8 Fwd: 26.5 |
7.27 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.1% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 4.7 | 7.5 | N/A | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.87 | P/B: 8.60 | EV/EBITDA: 30.8 P/FCF: 19.8 | EV/Sales: 5.67 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 24.2 | Short Float: 8.2% Insider Own: 29.3% | Inst Own: 63.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| CSGP $67.00 Real Estate |
1303.5 Fwd: 47.0 |
37.16 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.8 | 6.4 | N/A | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.29 | P/B: 3.30 | EV/EBITDA: 178.8 P/FCF: 102.7 | EV/Sales: 9.00 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 102.7 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 29.0 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 99.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| KO $70.68 Consumer Defensive |
23.4 Fwd: 22.0 |
3.76 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 4.7 | 5.0 | N/A | 4.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.37 | P/B: 9.73 | EV/EBITDA: 21.2 P/FCF: 54.6 | EV/Sales: 7.07 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.6 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 58.3 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| IQV $216.12 Healthcare |
29.7 Fwd: 16.7 |
3.41 | 2.47 0.7 |
19.6% 8.1% |
$12.98 6.0% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.8 | 6.7 | N/A | 4.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.31 | P/B: 5.97 | EV/EBITDA: 14.8 P/FCF: 16.6 | EV/Sales: 3.15 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.98 | FCF Yield: 6.0% P/FCF: 16.6 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 55.6 | Short Float: 2.7% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| RTX $175.63 Industrials |
36.1 Fwd: 25.8 |
3.62 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.6 | 5.2 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.74 | P/B: 3.65 | EV/EBITDA: 21.2 P/FCF: 45.0 | EV/Sales: 3.16 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.0 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 55.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 81.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| TSLA $408.92 Consumer Cyclical |
273.2 Fwd: 184.2 |
30.49 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.4 | 6.6 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.22 | P/B: 17.00 | EV/EBITDA: 122.6 P/FCF: 199.0 | EV/Sales: 13.93 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 199.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.89 | RSI: 42.6 | Short Float: 3.0% Insider Own: 15.4% | Inst Own: 48.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| CHTR $201.84 Communication Services |
5.6 Fwd: 4.7 |
0.48 | 6.24 0.4 |
34.8% 9.3% |
$16.96 8.4% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 8.8 | 1.5 | 5.9 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.95 | P/B: 1.70 | EV/EBITDA: 6.9 P/FCF: 11.9 | EV/Sales: 2.75 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 24.2 | Short Float: 17.9% Insider Own: 31.5% | Inst Own: 84.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
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| FIS $63.93 Technology |
201.3 Fwd: 10.1 |
20.61 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.6 | 5.4 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.16 | P/B: 2.39 | EV/EBITDA: 10.7 P/FCF: 16.5 | EV/Sales: 4.36 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.5 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 42.3 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| LHX $287.69 Industrials |
30.9 Fwd: 23.2 |
11.03 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.5 | 5.7 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.48 | P/B: 2.76 | EV/EBITDA: 18.0 P/FCF: 28.5 | EV/Sales: 3.00 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| DDOG $180.26 Technology |
610.6 Fwd: 78.0 |
38.19 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.5% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.0 | 5.5 | 6.4 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 19.68 | P/B: 18.37 | EV/EBITDA: 829.1 P/FCF: 67.3 | EV/Sales: 18.79 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.5% P/FCF: 67.3 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 58.4 | Short Float: 3.1% Insider Own: 9.9% | Inst Own: 82.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| KMI $27.14 Energy |
22.2 Fwd: 19.8 |
2.55 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.1% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.9 | 4.2 | 5.0 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.69 | P/B: 1.96 | EV/EBITDA: 13.6 P/FCF: 24.2 | EV/Sales: 5.75 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 54.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 68.3% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| NOC $563.03 Industrials |
20.2 Fwd: 19.5 |
3.29 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 3.7 | 6.1 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.96 | P/B: 5.03 | EV/EBITDA: 17.2 P/FCF: 43.8 | EV/Sales: 2.34 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.06 | RSI: 36.9 | Short Float: 0.8% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| SHW $326.81 Basic Materials |
31.9 Fwd: 26.0 |
4.11 | 3.25 0.8 |
59.9% 11.1% |
$9.79 3.0% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.5 | 7.1 | N/A | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.48 | P/B: 18.31 | EV/EBITDA: 21.3 P/FCF: 33.4 | EV/Sales: 4.09 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 37.8 | Short Float: 1.7% Insider Own: 7.3% | Inst Own: 83.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| BRK-B $503.26 Financial |
16.1 Fwd: 23.3 |
47.33 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.8 | 3.8 | N/A | 4.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.92 | P/B: 1.56 | EV/EBITDA: 11.5 P/FCF: 56.2 | EV/Sales: 2.30 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.88 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 56.2 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 57.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| HD $358.03 Consumer Cyclical |
24.3 Fwd: 22.1 |
4.72 | 5.75 1.1 |
193.9% 8.9% |
$14.30 4.0% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.0 | 6.5 | N/A | 4.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.16 | P/B: 33.40 | EV/EBITDA: 16.2 P/FCF: 25.0 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 27.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| ABBV $234.00 Healthcare |
176.6 Fwd: 16.4 |
10.93 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.8% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 4.0 | 6.0 | N/A | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.93 | P/B: N/A | EV/EBITDA: 17.4 P/FCF: 21.0 | EV/Sales: 7.99 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.8% P/FCF: 21.0 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 62.4 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| GATX $152.69 Industrials |
17.9 Fwd: 15.7 |
1.90 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.2 | 4.6 | N/A | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.20 | P/B: 2.00 | EV/EBITDA: 14.3 P/FCF: N/A | EV/Sales: 8.08 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.2 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| AMT $180.47 Real Estate |
28.8 Fwd: 26.1 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.6 | 5.2 | N/A | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.08 | P/B: 21.38 | EV/EBITDA: 19.5 P/FCF: 22.9 | EV/Sales: 12.84 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 43.1 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| WMT $102.95 Consumer Defensive |
38.8 Fwd: 34.9 |
4.16 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 4.3 | 5.6 | N/A | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.18 | P/B: 9.11 | EV/EBITDA: 20.8 P/FCF: 59.7 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.7 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 49.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ENB $47.75 Energy |
26.2 Fwd: 21.3 |
3.71 | 1.59 0.8 |
9.0% 8.7% |
$1.61 3.4% |
0.9% | -3.0% | EPS: -15.1% | Sales: +29.3% | 4.4 | 3.9 | 4.6 | N/A | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.26 | P/B: 2.48 | EV/EBITDA: 15.5 P/FCF: 29.6 | EV/Sales: 4.02 πͺ Quality MetricsROA: 2.8% | ROIC: 3.4% | Gross Margin: 32.8% Quick Ratio: 0.68 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $1.61 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $3.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM -15.1% | Q/Q -47.9% Sales Growth: TTM +29.3% | Q/Q -1.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 52.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
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| EXAS $67.15 Healthcare |
N/A Fwd: 219.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.9% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.5 | 5.5 | N/A | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.13 | P/B: 5.09 | EV/EBITDA: 146.1 P/FCF: 51.5 | EV/Sales: 4.63 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.9% P/FCF: 51.5 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 62.2 | Short Float: 4.2% Insider Own: 1.3% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| APD $253.09 Basic Materials |
N/A Fwd: 18.2 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 3.3 | 4.6 | N/A | 3.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.68 | P/B: 3.63 | EV/EBITDA: 17.3 P/FCF: N/A | EV/Sales: 6.24 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 45.1 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| MKC $64.57 Consumer Defensive |
22.3 Fwd: 20.3 |
4.10 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 3.9 | 4.4 | N/A | 3.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.55 | P/B: 3.01 | EV/EBITDA: 16.5 P/FCF: 26.4 | EV/Sales: 3.18 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 44.3 | Short Float: 4.6% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| ORCL $219.86 Technology |
50.9 Fwd: 27.5 |
2.33 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 6.4 | 2.0 | 5.0 | N/A | 3.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.62 | P/B: 25.86 | EV/EBITDA: 28.9 P/FCF: N/A | EV/Sales: 12.33 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 29.1 | Short Float: 1.2% Insider Own: 40.9% | Inst Own: 44.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| WM $207.97 Industrials |
32.8 Fwd: 25.0 |
3.48 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.9% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.9 | 5.8 | N/A | 3.7 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.38 | P/B: 8.80 | EV/EBITDA: 14.7 P/FCF: 34.9 | EV/Sales: 4.31 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 50.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 82.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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| PEP $147.83 Consumer Defensive |
28.1 Fwd: 17.2 |
8.06 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.4% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.0 | 6.2 | N/A | 3.7 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.19 | P/B: 10.44 | EV/EBITDA: 13.9 P/FCF: 29.8 | EV/Sales: 2.65 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.4% P/FCF: 29.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.42 | RSI: 55.4 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 76.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
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| QSR $68.06 Consumer Cyclical |
24.3 Fwd: 17.0 |
2.59 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 2.1 | 5.3 | N/A | 3.6 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.34 | P/B: 6.60 | EV/EBITDA: 17.3 P/FCF: 22.2 | EV/Sales: 5.11 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 52.5 | Short Float: 3.7% Insider Own: 1.5% | Inst Own: 90.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
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| DLR $157.70 Real Estate |
40.7 Fwd: 96.3 |
4.51 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.0 | 5.3 | N/A | 3.5 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.16 | P/B: 2.43 | EV/EBITDA: 26.8 P/FCF: N/A | EV/Sales: 12.36 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 31.4 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
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| AXON $543.23 Industrials |
172.0 Fwd: 71.5 |
9.78 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 3.2 | 6.3 | N/A | 3.2 |
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π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 16.76 | P/B: 14.15 | EV/EBITDA: 853.9 P/FCF: 295.6 | EV/Sales: 16.62 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 295.6 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 24.0 | Short Float: 2.9% Insider Own: 4.9% | Inst Own: 81.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
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